BTRIX Mutual Fund

BTRIX Mutual Fund

NAV$9.03
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Returns Overview

1 Month
-1.58%
3 Months
-0.84%
6 Months
-0.74%
YTD
-0.28%
1 Year
+3.17%
3 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTRIX 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
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📉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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.28%
Peer Avg (YTD)
+1.14%
vs Peers
-1.42%

BTRIX Mutual Fund Performance

BTRIX performance across multiple time periods: 1-month -1.58%, YTD -0.28%, 1-year 3.17%, 3-year 3.97%.

BTRIX returns trail the peer average of 1.14% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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