BTIDX Mutual Fund

NAV$7.29

Returns Overview

6 Months
-1.09%
YTD
-0.82%
1 Year
-18.05%
3 Years (annualized)
+14.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTIDX 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

This Mutual Fund (YTD)
-0.82%
Peer Avg (YTD)
+12.13%
vs Peers
-12.95%

BTIDX Mutual Fund Performance

BTIDX performance across multiple time periods: YTD -0.82%, 1-year -18.05%, 3-year 14.24%.

BTIDX returns trail the peer average of 12.13% YTD. With an expense ratio of 2.63%, investors should weigh costs against performance when evaluating this mutual fund.

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