BITXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.28%
3 Months
+0.86%
6 Months
+1.72%
YTD
+1.72%
1 Year
+3.74%
3 Years (annualized)
+4.04%
5 Years (annualized)
+2.93%
10 Years (annualized)
+1.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BITXX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+1.72%
Peer Avg (YTD)
+0.67%
vs Peers
+1.05%

BITXX Mutual Fund Performance

BITXX performance across multiple time periods: 1-month 0.28%, YTD 1.72%, 1-year 3.74%, 3-year 4.04%, 5-year 2.93%, 10-year 1.87%.

BITXX returns outperform the peer average of 0.67% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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