BTPIX Mutual Fund

NAV$11.22

Returns Overview

1 Month
-1.74%
3 Months
+5.41%
6 Months
+4.53%
YTD
+4.24%
1 Year
+8.24%
3 Years (annualized)
+3.56%
5 Years (annualized)
+2.68%
10 Years (annualized)
+5.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTPIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.24%
Peer Avg (YTD)
+3.47%
vs Peers
+0.77%

BTPIX Mutual Fund Performance

BTPIX performance across multiple time periods: 1-month -1.74%, YTD 4.24%, 1-year 8.24%, 3-year 3.56%, 5-year 2.68%, 10-year 5.93%.

BTPIX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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