BTIEX Mutual Fund

BTIEX Mutual Fund

NAV$169.45
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Returns Overview

1 Month
-0.08%
3 Months
+4.13%
6 Months
+8.43%
YTD
+9.75%
1 Year
+19.26%
3 Years (annualized)
+19.01%
5 Years (annualized)
+12.56%
10 Years (annualized)
+14.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTIEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.75%
Peer Avg (YTD)
+9.41%
vs Peers
+0.34%

BTIEX Mutual Fund Performance

BTIEX performance across multiple time periods: 1-month -0.08%, YTD 9.75%, 1-year 19.26%, 3-year 19.01%, 5-year 12.56%, 10-year 14.80%.

BTIEX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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