BTFCX Mutual Fund

NAV$7.43

Returns Overview

1 Month
-0.02%
3 Months
+0.25%
6 Months
-1.39%
YTD
-1.39%
1 Year
+0.77%
3 Years (annualized)
+2.52%
5 Years (annualized)
-2.29%
10 Years (annualized)
-1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTFCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.39%
Peer Avg (YTD)
+3.23%
vs Peers
-4.62%

BTFCX Mutual Fund Performance

BTFCX performance across multiple time periods: 1-month -0.02%, YTD -1.39%, 1-year 0.77%, 3-year 2.52%, 5-year -2.29%, 10-year -1.02%.

BTFCX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.84%, investors should weigh costs against performance when evaluating this mutual fund.

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