BILTX Mutual Fund

BILTX Mutual Fund

NAV$9.07
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Returns Overview

1 Month
+0.33%
3 Months
-0.37%
6 Months
-0.97%
YTD
+0.64%
1 Year
+2.32%
3 Years (annualized)
+5.61%
5 Years (annualized)
+1.23%
10 Years (annualized)
+2.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BILTX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.64%
Peer Avg (YTD)
+2.15%
vs Peers
-1.51%

BILTX Mutual Fund Performance

BILTX performance across multiple time periods: 1-month 0.33%, YTD 0.64%, 1-year 2.32%, 3-year 5.61%, 5-year 1.23%, 10-year 2.31%.

BILTX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

BILTX vs another fund shows side-by-side returns. BILTX alternatives are available in the Mutual Fund Screener.