BTCVX Mutual Fund

NAV$15.03

Returns Overview

1 Month
-20.05%
3 Months
-16.99%
6 Months
-30.71%
YTD
-32.46%
1 Year
-43.35%
3 Years (annualized)
+15.51%

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
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)
-32.46%
Peer Avg (YTD)
+3.47%
vs Peers
-35.93%

BTCVX Mutual Fund Performance

BTCVX performance across multiple time periods: 1-month -20.05%, YTD -32.46%, 1-year -43.35%, 3-year 15.51%.

BTCVX returns trail the peer average of 3.47% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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