BTIAX Mutual Fund

NAV$19.35

Returns Overview

1 Month
+2.17%
3 Months
+1.05%
6 Months
+0.56%
YTD
+2.70%
1 Year
+4.78%
3 Years (annualized)
-1.45%
5 Years (annualized)
-1.22%
10 Years (annualized)
+0.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTIAX 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 Treasury Index
This Mutual Fund (YTD)
+2.70%
Peer Avg (YTD)
+22.72%
vs Peers
-20.02%

BTIAX Mutual Fund Performance

BTIAX performance across multiple time periods: 1-month 2.17%, YTD 2.70%, 1-year 4.78%, 3-year -1.45%, 5-year -1.22%, 10-year 0.72%.

BTIAX returns trail the peer average of 22.72% YTD. With an expense ratio of 0.16%, investors should weigh costs against performance when evaluating this mutual fund.

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