BTCVX Mutual Fund

BTCVX Mutual Fund

NAV$18.43
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Returns Overview

1 Month
+6.47%
3 Months
-19.63%
6 Months
-24.85%
YTD
-26.23%
1 Year
-44.27%
3 Years (annualized)
+19.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTCVX 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
BetaPro Bitcoin Front Month Rolling Futures Index ER(HBITCNER)
This Mutual Fund (YTD)
-26.23%
Peer Avg (YTD)
+2.39%
vs Peers
-28.62%

BTCVX Mutual Fund Performance

BTCVX performance across multiple time periods: 1-month 6.47%, YTD -26.23%, 1-year -44.27%, 3-year 19.65%.

BTCVX returns trail the peer average of 2.39% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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