BTFCX Mutual Fund

BTFCX Mutual Fund

NAV$7.46
See how much of BTFCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.54%
3 Months
-0.42%
6 Months
-2.31%
YTD
-1.92%
1 Year
+0.23%
3 Years (annualized)
+1.99%
5 Years (annualized)
-2.28%
10 Years (annualized)
-1.00%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.92%
Peer Avg (YTD)
+0.12%
vs Peers
-2.04%

BTFCX Mutual Fund Performance

BTFCX performance across multiple time periods: 1-month -0.54%, YTD -1.92%, 1-year 0.23%, 3-year 1.99%, 5-year -2.28%, 10-year -1.00%.

BTFCX returns trail the peer average of 0.12% YTD. With an expense ratio of 2.83%, investors should weigh costs against performance when evaluating this mutual fund.

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