BTLSX Mutual Fund

NAV$8.14

Returns Overview

1 Month
+6.23%
3 Months
-5.64%
6 Months
-11.16%
YTD
-6.28%
1 Year
+2.83%
3 Years (annualized)
+9.86%
5 Years (annualized)
-2.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTLSX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
-6.28%
Peer Avg (YTD)
+3.42%
vs Peers
-9.69%

BTLSX Mutual Fund Performance

BTLSX performance across multiple time periods: 1-month 6.23%, YTD -6.28%, 1-year 2.83%, 3-year 9.86%, 5-year -2.38%.

BTLSX returns trail the peer average of 3.42% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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