BTIRX Mutual Fund

BTIRX Mutual Fund

NAV$178.55
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Returns Overview

1 Month
-0.08%
3 Months
+4.15%
6 Months
+4.65%
YTD
+10.01%
1 Year
+19.32%
3 Years (annualized)
+19.07%
5 Years (annualized)
+12.62%
10 Years (annualized)
+14.86%

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
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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)
+10.01%
Peer Avg (YTD)
+9.41%
vs Peers
+0.60%

BTIRX Mutual Fund Performance

BTIRX performance across multiple time periods: 1-month -0.08%, YTD 10.01%, 1-year 19.32%, 3-year 19.07%, 5-year 12.62%, 10-year 14.86%.

BTIRX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.20%, investors should weigh costs against performance when evaluating this mutual fund.

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