BTECX Mutual Fund

BTECX Mutual Fund

NAV$15.63
See how much of BTECX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.36%
3 Months
+4.64%
6 Months
+14.93%
YTD
+17.91%
1 Year
+20.78%
3 Years (annualized)
+37.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTECX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Information Technology Index
This Mutual Fund (YTD)
+17.91%
Peer Avg (YTD)
+15.44%
vs Peers
+2.47%

BTECX Mutual Fund Performance

BTECX performance across multiple time periods: 1-month -4.36%, YTD 17.91%, 1-year 20.78%, 3-year 37.57%.

BTECX returns outperform the peer average of 15.44% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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