BITXX Mutual Fund

BITXX Mutual Fund

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Returns Overview

3 Months
+0.59%
6 Months
+1.47%
YTD
+2.63%
1 Year
+3.27%
3 Years (annualized)
+3.90%
5 Years (annualized)
+3.11%
10 Years (annualized)
+1.96%

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)
+2.63%
Peer Avg (YTD)
+1.20%
vs Peers
+1.43%

BITXX Mutual Fund Performance

BITXX performance across multiple time periods: YTD 2.63%, 1-year 3.27%, 3-year 3.90%, 5-year 3.11%, 10-year 1.96%.

BITXX returns outperform the peer average of 1.20% 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.