BTEFX Mutual Fund

NAV$49.35

Returns Overview

1 Month
-1.69%
3 Months
+5.99%
6 Months
+2.13%
YTD
+2.25%
1 Year
+9.37%
3 Years (annualized)
+9.62%
5 Years (annualized)
+7.36%
10 Years (annualized)
+11.89%

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
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)
+2.25%
Peer Avg (YTD)
+9.51%
vs Peers
-7.26%

BTEFX Mutual Fund Performance

BTEFX performance across multiple time periods: 1-month -1.69%, YTD 2.25%, 1-year 9.37%, 3-year 9.62%, 5-year 7.36%, 10-year 11.89%.

BTEFX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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