BITXX Mutual Fund

BITXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.30%
3 Months
+0.88%
6 Months
+1.76%
YTD
+2.33%
1 Year
+3.64%
3 Years (annualized)
+3.95%
5 Years (annualized)
+3.05%
10 Years (annualized)
+1.93%

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
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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

This Mutual Fund (YTD)
+2.33%
Peer Avg (YTD)
+0.92%
vs Peers
+1.41%

BITXX Mutual Fund Performance

BITXX performance across multiple time periods: 1-month 0.30%, YTD 2.33%, 1-year 3.64%, 3-year 3.95%, 5-year 3.05%, 10-year 1.93%.

BITXX returns outperform the peer average of 0.92% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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