BTMFX Mutual Fund

NAV$25.32

Returns Overview

1 Month
+3.01%
3 Months
+6.68%
6 Months
+4.49%
YTD
+3.99%
1 Year
+8.19%
3 Years (annualized)
+8.55%
5 Years (annualized)
+6.21%
10 Years (annualized)
+9.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTMFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+3.99%
Peer Avg (YTD)
+10.82%
vs Peers
-6.82%

BTMFX Mutual Fund Performance

BTMFX performance across multiple time periods: 1-month 3.01%, YTD 3.99%, 1-year 8.19%, 3-year 8.55%, 5-year 6.21%, 10-year 9.97%.

BTMFX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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