BTSAX Mutual Fund

BTSAX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
-0.21%
3 Months
+0.35%
6 Months
+0.44%
YTD
+1.59%
1 Year
+4.23%
3 Years (annualized)
+4.92%
5 Years (annualized)
+0.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTSAX 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)
+1.59%
Peer Avg (YTD)
+0.12%
vs Peers
+1.47%

BTSAX Mutual Fund Performance

BTSAX performance across multiple time periods: 1-month -0.21%, YTD 1.59%, 1-year 4.23%, 3-year 4.92%, 5-year 0.59%.

BTSAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 2.02%, investors should weigh costs against performance when evaluating this mutual fund.

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