BITEX Mutual Fund

NAV$9.03

Returns Overview

1 Month
+0.51%
3 Months
+1.99%
6 Months
+1.83%
YTD
+1.83%
1 Year
+6.14%
3 Years (annualized)
+3.89%
5 Years (annualized)
+0.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BITEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg 1-10 Year Blended Municipal Bond Index
This Mutual Fund (YTD)
+1.83%
Peer Avg (YTD)
+1.79%
vs Peers
+0.05%

BITEX Mutual Fund Performance

BITEX performance across multiple time periods: 1-month 0.51%, YTD 1.83%, 1-year 6.14%, 3-year 3.89%, 5-year 0.97%.

BITEX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

BITEX performance comparison shows side-by-side returns with another fund. BITEX alternatives are available in the Mutual Fund Screener.