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BTS Managed Income R (BTSRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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9.45
-0.02
(-0.21%)
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
0.95%
5-year average return
0.49%
Number of years up
3
Number of years down
2
Best 1-yr total return (9 May 2024)
8.56%
Worst 1-yr total return (9 May 2024)
N/A
Best 3-yr total return
8.56%
Worst 3-yr total return
-3.34%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
BTSRX
Category
YTD
-0.23%
1.90%
1-month
-1.68%
0.35%
3-month
-0.02%
1.41%
1-year
2.82%
7.92%
3-year
-3.14%
3.65%
5-year
0.21%
3.77%
10-year
0.00%
2.82%
Last bull market
7.37%
6.13%
Last bear market
-7.98%
-3.74%
Annual total return (%) history
Year
BTSRX
Category
2024
N/A
N/A
2023
4.99%
N/A
2022
-12.72%
N/A
2021
-1.45%
N/A
2020
8.56%
3.44%
2019
4.06%
6.69%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
1.48%
N/A
N/A
N/A
2023
1.55%
0.55%
-1.29%
4.17%
2022
-4.56%
-7.98%
-3.32%
2.79%
2021
-1.60%
1.68%
-1.47%
-0.04%
2020
-1.03%
5.85%
1.54%
2.05%
2019
0.10%
2.16%
1.08%
0.68%
Rank in category (by total return)
YTD
69
1-month
80
3-month
56
1-year
77
3-year
90
5-year
82
Load adjusted returns
1-year
2.82%
3-year
-3.14%
5-year
0.21%
10-year
N/A
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