BTCFX Mutual Fund

NAV$14.23

Returns Overview

1 Month
-20.33%
3 Months
-14.18%
6 Months
-34.10%
YTD
-35.81%
1 Year
-47.81%
3 Years (annualized)
+14.99%

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
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
Bloomberg Galaxy Bitcoin Index(BTC)
This Mutual Fund (YTD)
-35.81%
Peer Avg (YTD)
+12.13%
vs Peers
-47.94%

BTCFX Mutual Fund Performance

BTCFX performance across multiple time periods: 1-month -20.33%, YTD -35.81%, 1-year -47.81%, 3-year 14.99%.

BTCFX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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