BTEIX Mutual Fund

BTEIX Mutual Fund

NAV$9.20
See how much of BTEIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.57%
3 Months
-0.51%
6 Months
-0.44%
YTD
+0.40%
1 Year
+5.27%
3 Years (annualized)
+3.91%
5 Years (annualized)
+1.11%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+0.40%
Peer Avg (YTD)
+0.23%
vs Peers
+0.17%

BTEIX Mutual Fund Performance

BTEIX performance across multiple time periods: 1-month -1.57%, YTD 0.40%, 1-year 5.27%, 3-year 3.91%, 5-year 1.11%, 10-year 2.35%.

BTEIX returns outperform the peer average of 0.23% 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.