BTFAX Mutual Fund

BTFAX Mutual Fund

NAV$7.51
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Returns Overview

1 Month
+0.04%
3 Months
+0.30%
6 Months
-1.01%
YTD
-1.14%
1 Year
+1.53%
3 Years (annualized)
+3.27%
5 Years (annualized)
-1.56%
10 Years (annualized)
-0.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTFAX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.14%
Peer Avg (YTD)
+3.23%
vs Peers
-4.37%

BTFAX Mutual Fund Performance

BTFAX performance across multiple time periods: 1-month 0.04%, YTD -1.14%, 1-year 1.53%, 3-year 3.27%, 5-year -1.56%, 10-year -0.20%.

BTFAX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.09%, investors should weigh costs against performance when evaluating this mutual fund.

BTFAX performance comparison shows side-by-side returns with another fund. BTFAX alternatives are available in the Mutual Fund Screener.