BTSMX Mutual Fund

BTSMX Mutual Fund

NAV$28.44
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Returns Overview

1 Month
+6.13%
3 Months
+4.02%
6 Months
+13.25%
YTD
+14.26%
1 Year
+18.02%
3 Years (annualized)
+14.32%
5 Years (annualized)
+6.05%
10 Years (annualized)
+11.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BTSMX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+14.26%
Peer Avg (YTD)
+8.01%
vs Peers
+6.25%

BTSMX Mutual Fund Performance

BTSMX performance across multiple time periods: 1-month 6.13%, YTD 14.26%, 1-year 18.02%, 3-year 14.32%, 5-year 6.05%, 10-year 11.08%.

BTSMX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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