BTMIX Mutual Fund

NAV$10.05

Returns Overview

1 Month
+0.36%
3 Months
+1.12%
6 Months
+1.44%
YTD
+1.34%
1 Year
+3.97%
3 Years (annualized)
+4.05%
5 Years (annualized)
+1.93%
10 Years (annualized)
+2.08%

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
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
Bloomberg Short 1-5 Year Municipal Bond Index
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+1.79%
vs Peers
-0.44%

BTMIX Mutual Fund Performance

BTMIX performance across multiple time periods: 1-month 0.36%, YTD 1.34%, 1-year 3.97%, 3-year 4.05%, 5-year 1.93%, 10-year 2.08%.

BTMIX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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