BTMIX Mutual Fund

BTMIX Mutual Fund

NAV$10.06
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Returns Overview

1 Month
-0.50%
3 Months
+0.16%
6 Months
+0.20%
YTD
+0.84%
1 Year
+2.86%
3 Years (annualized)
+3.83%
5 Years (annualized)
+1.77%
10 Years (annualized)
+2.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTMIX 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
Bloomberg Short 1-5 Year Municipal Bond Index
This Mutual Fund (YTD)
+0.84%
Peer Avg (YTD)
+0.23%
vs Peers
+0.61%

BTMIX Mutual Fund Performance

BTMIX performance across multiple time periods: 1-month -0.50%, YTD 0.84%, 1-year 2.86%, 3-year 3.83%, 5-year 1.77%, 10-year 2.01%.

BTMIX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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