BTMFX Mutual Fund

BTMFX Mutual Fund

NAV$25.48
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Returns Overview

1 Month
+3.30%
3 Months
+6.68%
6 Months
+5.18%
YTD
+7.42%
1 Year
+9.65%
3 Years (annualized)
+8.56%
5 Years (annualized)
+6.35%
10 Years (annualized)
+10.08%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+7.42%
Peer Avg (YTD)
+9.54%
vs Peers
-2.12%

BTMFX Mutual Fund Performance

BTMFX performance across multiple time periods: 1-month 3.30%, YTD 7.42%, 1-year 9.65%, 3-year 8.56%, 5-year 6.35%, 10-year 10.08%.

BTMFX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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