BTCYX Mutual Fund

BTCYX Mutual Fund

NAV$18.75
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Returns Overview

1 Month
+6.51%
3 Months
-19.60%
6 Months
-24.79%
YTD
-26.15%
1 Year
-44.20%
3 Years (annualized)
+20.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTCYX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-26.15%
Peer Avg (YTD)
+2.39%
vs Peers
-28.54%

BTCYX Mutual Fund Performance

BTCYX performance across multiple time periods: 1-month 6.51%, YTD -26.15%, 1-year -44.20%, 3-year 20.10%.

BTCYX returns trail the peer average of 2.39% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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