BTEIX Mutual Fund

BTEIX Mutual Fund

NAV$9.25
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Returns Overview

1 Month
+3.03%
3 Months
-0.29%
6 Months
-0.80%
YTD
+0.11%
1 Year
+0.75%
3 Years (annualized)
+5.10%
5 Years (annualized)
+1.33%
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)
+0.11%
Peer Avg (YTD)
-0.87%
vs Peers
+0.97%

BTEIX Mutual Fund Performance

BTEIX performance across multiple time periods: 1-month 3.03%, YTD 0.11%, 1-year 0.75%, 3-year 5.10%, 5-year 1.33%, 10-year 2.35%.

BTEIX returns outperform the peer average of -0.87% 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.