BTEFX Mutual Fund

BTEFX Mutual Fund

NAV$49.08
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Returns Overview

1 Month
+5.16%
3 Months
+4.25%
6 Months
+5.36%
YTD
+7.52%
1 Year
+13.13%
3 Years (annualized)
+10.41%
5 Years (annualized)
+7.65%
10 Years (annualized)
+12.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTEFX 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)
+7.52%
Peer Avg (YTD)
+9.41%
vs Peers
-1.89%

BTEFX Mutual Fund Performance

BTEFX performance across multiple time periods: 1-month 5.16%, YTD 7.52%, 1-year 13.13%, 3-year 10.41%, 5-year 7.65%, 10-year 12.22%.

BTEFX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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