BTIDX Mutual Fund

BTIDX Mutual Fund

NAV$7.29
See how much of BTIDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

YTD
-0.82%
1 Year
-24.53%
3 Years (annualized)
+15.21%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
-0.82%
Peer Avg (YTD)
-0.65%
vs Peers
-0.17%

BTIDX Mutual Fund Performance

BTIDX performance across multiple time periods: YTD -0.82%, 1-year -24.53%, 3-year 15.21%.

BTIDX returns trail the peer average of -0.65% YTD. With an expense ratio of 2.63%, investors should weigh costs against performance when evaluating this mutual fund.

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