BTCFX Mutual Fund

BTCFX Mutual Fund

NAV$18.14
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Returns Overview

1 Month
+25.18%
3 Months
+6.61%
6 Months
+18.23%
YTD
-11.81%
1 Year
-29.78%
3 Years (annualized)
+34.24%
5 Years (annualized)
+4.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTCFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Galaxy Bitcoin Index(BTC)
This Mutual Fund (YTD)
-11.81%
Peer Avg (YTD)
+6.77%
vs Peers
-18.58%

BTCFX Mutual Fund Performance

BTCFX performance across multiple time periods: 1-month 25.18%, YTD -11.81%, 1-year -29.78%, 3-year 34.24%, 5-year 4.03%.

BTCFX returns trail the peer average of 6.77% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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