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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.95%
5-year average return0.49%
Number of years up3
Number of years down2
Best 1-yr total return (9 May 2024)8.56%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return8.56%
Worst 3-yr total return-3.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBTSRXCategory
YTD-0.23%1.90%
1-month-1.68%0.35%
3-month-0.02%1.41%
1-year2.82%7.92%
3-year-3.14%3.65%
5-year0.21%3.77%
10-year0.00%2.82%
Last bull market7.37%6.13%
Last bear market-7.98%-3.74%

Annual total return (%) history

Year
BTSRXCategory
2024
N/AN/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 (%)

YearQ1Q2Q3Q4
20241.48%N/AN/AN/A
20231.55%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%
20190.10%2.16%1.08%0.68%

Rank in category (by total return)

YTD69
1-month80
3-month56
1-year77
3-year90
5-year82

Load adjusted returns

1-year2.82%
3-year-3.14%
5-year0.21%
10-yearN/A