BTEFX Mutual Fund

BTEFX Mutual Fund

NAV$48.86
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Returns Overview

1 Month
+1.43%
3 Months
+4.85%
6 Months
+7.15%
YTD
+9.05%
1 Year
+12.56%
3 Years (annualized)
+11.51%
5 Years (annualized)
+7.41%
10 Years (annualized)
+12.31%

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)
+9.05%
Peer Avg (YTD)
+11.21%
vs Peers
-2.16%

BTEFX Mutual Fund Performance

BTEFX performance across multiple time periods: 1-month 1.43%, YTD 9.05%, 1-year 12.56%, 3-year 11.51%, 5-year 7.41%, 10-year 12.31%.

BTEFX returns trail the peer average of 11.21% 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.