BTIRX Mutual Fund

NAV$179.49

Returns Overview

1 Month
-4.45%
3 Months
+11.10%
6 Months
+6.23%
YTD
+6.01%
1 Year
+17.77%
3 Years (annualized)
+18.90%
5 Years (annualized)
+12.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTIRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.01%
Peer Avg (YTD)
+9.51%
vs Peers
-3.50%

BTIRX Mutual Fund Performance

BTIRX performance across multiple time periods: 1-month -4.45%, YTD 6.01%, 1-year 17.77%, 3-year 18.90%, 5-year 12.27%.

BTIRX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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