BTCYX Mutual Fund

NAV$15.26

Returns Overview

1 Month
-20.03%
3 Months
-16.93%
6 Months
-30.67%
YTD
-32.42%
1 Year
-43.27%
3 Years (annualized)
+15.92%

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
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)
-32.42%
Peer Avg (YTD)
+3.47%
vs Peers
-35.90%

BTCYX Mutual Fund Performance

BTCYX performance across multiple time periods: 1-month -20.03%, YTD -32.42%, 1-year -43.27%, 3-year 15.92%.

BTCYX returns trail the peer average of 3.47% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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