BTMKX Mutual Fund

NAV$22.28

Returns Overview

1 Month
+0.56%
3 Months
+9.04%
6 Months
+10.22%
YTD
+9.09%
1 Year
+20.42%
3 Years (annualized)
+16.71%
5 Years (annualized)
+9.37%
10 Years (annualized)
+9.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTMKX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.09%
Peer Avg (YTD)
+9.13%
vs Peers
-0.04%

BTMKX Mutual Fund Performance

BTMKX performance across multiple time periods: 1-month 0.56%, YTD 9.09%, 1-year 20.42%, 3-year 16.71%, 5-year 9.37%, 10-year 9.80%.

BTMKX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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