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Straits Times Index
3,290.70
+24.75
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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
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
1.14%
5-year average return
0.82%
Number of years up
3
Number of years down
2
Best 1-yr total return (9 May 2024)
8.63%
Worst 1-yr total return (9 May 2024)
N/A
Best 3-yr total return
8.63%
Worst 3-yr total return
-2.89%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
BTSIX
Category
YTD
-0.04%
1.90%
1-month
-1.58%
0.35%
3-month
0.18%
1.41%
1-year
3.42%
7.92%
3-year
-2.60%
3.65%
5-year
0.55%
3.77%
10-year
0.00%
2.82%
Last bull market
7.62%
6.13%
Last bear market
-7.77%
-3.74%
Annual total return (%) history
Year
BTSIX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
1.57%
N/A
N/A
N/A
2023
1.68%
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%
2019
0.10%
2.16%
1.08%
0.68%
Rank in category (by total return)
YTD
64
1-month
75
3-month
50
1-year
74
3-year
88
5-year
80
Load adjusted returns
1-year
3.42%
3-year
-2.60%
5-year
0.55%
10-year
N/A
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