BKTSX Mutual Fund

NAV$35.35

Returns Overview

1 Month
-0.29%
3 Months
+15.46%
6 Months
+10.89%
YTD
+10.53%
1 Year
+22.83%
3 Years (annualized)
+20.38%
5 Years (annualized)
+12.33%
10 Years (annualized)
+15.04%

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
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

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.53%
Peer Avg (YTD)
+9.51%
vs Peers
+1.02%

BKTSX Mutual Fund Performance

BKTSX performance across multiple time periods: 1-month -0.29%, YTD 10.53%, 1-year 22.83%, 3-year 20.38%, 5-year 12.33%, 10-year 15.04%.

BKTSX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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