BKTSX Mutual Fund

BKTSX Mutual Fund

NAV$34.23
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Returns Overview

1 Month
-0.63%
3 Months
+1.24%
6 Months
+5.55%
YTD
+11.36%
1 Year
+12.00%
3 Years (annualized)
+23.12%
5 Years (annualized)
+11.07%
10 Years (annualized)
+14.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BKTSX 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)
+11.36%
Peer Avg (YTD)
+9.28%
vs Peers
+2.09%

BKTSX Mutual Fund Performance

BKTSX performance across multiple time periods: 1-month -0.63%, YTD 11.36%, 1-year 12.00%, 3-year 23.12%, 5-year 11.07%, 10-year 14.88%.

BKTSX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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