BTCFX Mutual Fund

BTCFX Mutual Fund

NAV$16.58
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Returns Overview

1 Month
+6.90%
3 Months
-18.36%
6 Months
-26.19%
YTD
-29.55%
1 Year
-48.28%
3 Years (annualized)
+20.77%
5 Years (annualized)
+3.36%

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
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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
Bloomberg Galaxy Bitcoin Index(BTC)
This Mutual Fund (YTD)
-29.55%
Peer Avg (YTD)
-0.65%
vs Peers
-28.90%

BTCFX Mutual Fund Performance

BTCFX performance across multiple time periods: 1-month 6.90%, YTD -29.55%, 1-year -48.28%, 3-year 20.77%, 5-year 3.36%.

BTCFX returns trail the peer average of -0.65% 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.