BTEUX Mutual Fund

BTEUX Mutual Fund

NAV$15.60
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Returns Overview

1 Month
-4.31%
3 Months
+4.65%
6 Months
+14.96%
YTD
+17.95%
1 Year
+20.83%
3 Years (annualized)
+37.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTEUX 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
MSCI ACWI Information Technology Index
This Mutual Fund (YTD)
+17.95%
Peer Avg (YTD)
+15.44%
vs Peers
+2.51%

BTEUX Mutual Fund Performance

BTEUX performance across multiple time periods: 1-month -4.31%, YTD 17.95%, 1-year 20.83%, 3-year 37.48%.

BTEUX returns outperform the peer average of 15.44% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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