BTFRX Mutual Fund

BTFRX Mutual Fund

NAV$7.32
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Returns Overview

1 Month
+0.55%
3 Months
-1.39%
6 Months
-1.68%
YTD
-3.02%
1 Year
-1.94%
3 Years (annualized)
+3.05%
5 Years (annualized)
-1.69%
10 Years (annualized)
-0.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTFRX 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)
-3.02%
Peer Avg (YTD)
+1.93%
vs Peers
-4.95%

BTFRX Mutual Fund Performance

BTFRX performance across multiple time periods: 1-month 0.55%, YTD -3.02%, 1-year -1.94%, 3-year 3.05%, 5-year -1.69%, 10-year -0.78%.

BTFRX returns trail the peer average of 1.93% YTD. With an expense ratio of 2.33%, investors should weigh costs against performance when evaluating this mutual fund.

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