BTEIX Mutual Fund

BTEIX Mutual Fund

NAV$8.96
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Returns Overview

1 Month
+0.02%
3 Months
-1.03%
6 Months
-1.53%
YTD
+0.42%
1 Year
+4.25%
3 Years (annualized)
+4.18%
5 Years (annualized)
+1.19%
10 Years (annualized)
+2.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTEIX 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
Bloomberg 1-10 Year Blended Municipal Bond Index
This Mutual Fund (YTD)
+0.42%
Peer Avg (YTD)
+0.15%
vs Peers
+0.27%

BTEIX Mutual Fund Performance

BTEIX performance across multiple time periods: 1-month 0.02%, YTD 0.42%, 1-year 4.25%, 3-year 4.18%, 5-year 1.19%, 10-year 2.35%.

BTEIX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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