BTRIX Mutual Fund

BTRIX Mutual Fund

NAV$8.76
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Returns Overview

1 Month
+0.50%
3 Months
-0.83%
6 Months
-1.64%
YTD
+0.22%
1 Year
+2.39%
3 Years (annualized)
+4.41%

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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.22%
Peer Avg (YTD)
+1.02%
vs Peers
-0.81%

BTRIX Mutual Fund Performance

BTRIX performance across multiple time periods: 1-month 0.50%, YTD 0.22%, 1-year 2.39%, 3-year 4.41%.

BTRIX returns trail the peer average of 1.02% 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.