BITSX Mutual Fund

BITSX Mutual Fund

NAV$35.51
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Returns Overview

1 Month
+2.76%
3 Months
+1.96%
6 Months
+12.15%
YTD
+13.01%
1 Year
+20.07%
3 Years (annualized)
+20.59%
5 Years (annualized)
+11.79%
10 Years (annualized)
+14.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BITSX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.01%
Peer Avg (YTD)
+11.21%
vs Peers
+1.80%

BITSX Mutual Fund Performance

BITSX performance across multiple time periods: 1-month 2.76%, YTD 13.01%, 1-year 20.07%, 3-year 20.59%, 5-year 11.79%, 10-year 14.78%.

BITSX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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