BTCXX Mutual Fund

BTCXX Mutual Fund

NAV$1.00
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Returns Overview

3 Months
+0.52%
6 Months
+1.30%
YTD
+2.32%
1 Year
+2.89%
3 Years (annualized)
+3.52%
5 Years (annualized)
+2.88%
10 Years (annualized)
+1.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTCXX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+2.32%
Peer Avg (YTD)
+1.20%
vs Peers
+1.12%

BTCXX Mutual Fund Performance

BTCXX performance across multiple time periods: YTD 2.32%, 1-year 2.89%, 3-year 3.52%, 5-year 2.88%, 10-year 1.72%.

BTCXX returns outperform the peer average of 1.20% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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