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BTS Managed Income I (BTSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.43-0.01 (-0.11%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.14%
5-year average return0.82%
Number of years up3
Number of years down2
Best 1-yr total return (9 May 2024)8.63%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return8.63%
Worst 3-yr total return-2.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBTSIXCategory
YTD-0.04%1.90%
1-month-1.58%0.35%
3-month0.18%1.41%
1-year3.42%7.92%
3-year-2.60%3.65%
5-year0.55%3.77%
10-year0.00%2.82%
Last bull market7.62%6.13%
Last bear market-7.77%-3.74%

Annual total return (%) history

Year
BTSIXCategory
2024
N/AN/A
2023
5.65%N/A
2022
-12.32%N/A
2021
-1.14%N/A
2020
8.63%3.44%
2019
4.06%6.69%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.57%N/AN/AN/A
20231.68%0.79%-1.17%4.31%
2022-4.53%-7.77%-3.15%2.82%
2021-1.67%1.90%-1.43%0.09%
2020-1.03%5.85%1.54%2.12%
20190.10%2.16%1.08%0.68%

Rank in category (by total return)

YTD64
1-month75
3-month50
1-year74
3-year88
5-year80

Load adjusted returns

1-year3.42%
3-year-2.60%
5-year0.55%
10-yearN/A