BTFCX Mutual Fund

BTFCX Mutual Fund

NAV$7.28
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Returns Overview

1 Month
+0.56%
3 Months
-1.39%
6 Months
-1.81%
YTD
-3.29%
1 Year
-2.33%
3 Years (annualized)
+2.55%
5 Years (annualized)
-2.17%
10 Years (annualized)
-1.35%

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
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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)
-3.29%
Peer Avg (YTD)
+1.93%
vs Peers
-5.22%

BTFCX Mutual Fund Performance

BTFCX performance across multiple time periods: 1-month 0.56%, YTD -3.29%, 1-year -2.33%, 3-year 2.55%, 5-year -2.17%, 10-year -1.35%.

BTFCX returns trail the peer average of 1.93% 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.