BTPIX Mutual Fund

BTPIX Mutual Fund

NAV$11.29
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Returns Overview

1 Month
-2.03%
3 Months
-0.81%
6 Months
-0.45%
YTD
+2.12%
1 Year
+6.54%
3 Years (annualized)
+1.01%
5 Years (annualized)
+2.17%
10 Years (annualized)
+5.23%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.12%
Peer Avg (YTD)
+2.39%
vs Peers
-0.27%

BTPIX Mutual Fund Performance

BTPIX performance across multiple time periods: 1-month -2.03%, YTD 2.12%, 1-year 6.54%, 3-year 1.01%, 5-year 2.17%, 10-year 5.23%.

BTPIX returns trail the peer average of 2.39% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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