BTSMX Mutual Fund

NAV$27.94

Returns Overview

1 Month
+5.20%
3 Months
+10.19%
6 Months
+7.77%
YTD
+7.29%
1 Year
+9.88%
3 Years (annualized)
+9.13%
5 Years (annualized)
+6.24%
10 Years (annualized)
+10.57%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+7.29%
Peer Avg (YTD)
+10.82%
vs Peers
-3.53%

BTSMX Mutual Fund Performance

BTSMX performance across multiple time periods: 1-month 5.20%, YTD 7.29%, 1-year 9.88%, 3-year 9.13%, 5-year 6.24%, 10-year 10.57%.

BTSMX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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