BTRXX Mutual Fund

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Returns Overview

1 Month
+0.26%
3 Months
+0.78%
6 Months
+1.57%
YTD
+1.57%
1 Year
+3.43%
3 Years (annualized)
+4.05%
5 Years (annualized)
+3.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTRXX 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

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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

This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+1.70%
vs Peers
-0.13%

BTRXX Mutual Fund Performance

BTRXX performance across multiple time periods: 1-month 0.26%, YTD 1.57%, 1-year 3.43%, 3-year 4.05%, 5-year 3.09%.

BTRXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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