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BTS Managed Income A (BTSAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.43-0.02 (-0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.97%
5-year average return0.66%
Number of years up3
Number of years down2
Best 1-yr total return (9 May 2024)8.53%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return8.53%
Worst 3-yr total return-3.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBTSAXCategory
YTD-0.20%1.90%
1-month-1.69%0.35%
3-month0.01%1.41%
1-year3.04%7.92%
3-year-2.85%3.65%
5-year0.38%3.77%
10-year0.00%2.82%
Last bull market7.48%6.13%
Last bear market-7.92%-3.74%

Annual total return (%) history

Year
BTSAXCategory
2024
N/AN/A
2023
5.37%N/A
2022
-12.45%N/A
2021
-1.28%N/A
2020
8.53%3.44%
2019
4.06%6.69%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.51%N/AN/AN/A
20231.61%0.73%-1.24%4.24%
2022-4.50%-7.92%-3.11%2.75%
2021-1.63%1.85%-1.49%0.03%
2020-1.03%5.85%1.54%2.02%
20190.10%2.16%1.08%0.68%

Rank in category (by total return)

YTD68
1-month80
3-month56
1-year75
3-year90
5-year81

Load adjusted returns

1-year-0.82%
3-year-4.08%
5-year-0.38%
10-yearN/A