BTLKX Mutual Fund

BTLKX Mutual Fund

NAV$26.14
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Returns Overview

1 Month
+6.25%
3 Months
-5.56%
6 Months
-11.09%
YTD
-6.18%
1 Year
+3.03%
3 Years (annualized)
+9.95%
5 Years (annualized)
-3.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTLKX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
-6.18%
Peer Avg (YTD)
+3.42%
vs Peers
-9.60%

BTLKX Mutual Fund Performance

BTLKX performance across multiple time periods: 1-month 6.25%, YTD -6.18%, 1-year 3.03%, 3-year 9.95%, 5-year -3.45%.

BTLKX returns trail the peer average of 3.42% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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