Singapore markets close in 46 minutes

BTS Tactical Fixed Income R (BTFRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
7.69+0.01 (+0.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.20%
5-year average return-2.40%
Number of years up5
Number of years down3
Best 1-yr total return (7 May 2024)13.55%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return13.55%
Worst 3-yr total return-4.95%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBTFRXCategory
YTD-1.11%1.90%
1-month-1.69%0.35%
3-month-0.85%1.41%
1-year0.58%7.92%
3-year-5.02%3.65%
5-year-2.72%3.77%
10-year-0.47%2.82%
Last bull market5.21%6.13%
Last bear market-8.33%-3.74%

Annual total return (%) history

Year
BTFRXCategory
2024
N/AN/A
2023
1.96%N/A
2022
-12.93%N/A
2021
-2.55%N/A
2020
1.22%3.44%
2019
4.05%6.69%
2018
-6.76%-1.17%
2017
2.55%4.06%
2016
13.55%5.28%
2015
N/A-1.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.59%N/AN/AN/A
2023-0.01%-0.66%-0.81%3.49%
2022-4.38%-8.33%-1.57%0.92%
2021-0.56%1.54%-2.71%-0.80%
20201.08%0.10%-0.47%0.50%
20192.01%1.70%-0.68%0.97%
2018-2.90%-0.99%2.49%-5.37%
20171.57%1.45%1.20%-1.66%
20168.01%1.99%2.53%0.53%
20150.30%-3.03%N/AN/A

Rank in category (by total return)

YTD84
1-month80
3-month75
1-year90
3-year96
5-year99

Load adjusted returns

1-year0.58%
3-year-5.02%
5-year-2.72%
10-year-0.47%