BTIFX Mutual Fund

BTIFX Mutual Fund

NAV$18.85
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Returns Overview

1 Month
+4.09%
3 Months
+8.11%
6 Months
-0.28%
YTD
+2.22%
1 Year
+7.06%
3 Years (annualized)
+9.65%
5 Years (annualized)
+5.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTIFX 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
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📉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
ICE BofA 3-Month US Treasury Bill Index
This Mutual Fund (YTD)
+2.22%
Peer Avg (YTD)
+5.45%
vs Peers
-3.23%

BTIFX Mutual Fund Performance

BTIFX performance across multiple time periods: 1-month 4.09%, YTD 2.22%, 1-year 7.06%, 3-year 9.65%, 5-year 5.46%.

BTIFX returns trail the peer average of 5.45% YTD. With an expense ratio of 1.99%, investors should weigh costs against performance when evaluating this mutual fund.

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