BTCLX Mutual Fund

NAV$15.52

Returns Overview

1 Month
-20.02%
3 Months
-17.02%
6 Months
-30.77%
YTD
-32.55%
1 Year
-43.48%
3 Years (annualized)
+15.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTCLX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-32.55%
Peer Avg (YTD)
+3.47%
vs Peers
-36.03%

BTCLX Mutual Fund Performance

BTCLX performance across multiple time periods: 1-month -20.02%, YTD -32.55%, 1-year -43.48%, 3-year 15.45%.

BTCLX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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