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BTS Managed Income I (BTSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.480.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.68%
5-Year Average Return0.61%
Number of Years Up3
Number of Years Down2
Best 1 Yr Total Return (Jun 20, 2024)8.63%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return8.63%
Worst 3-Yr Total Return-2.89%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBTSIXCategory
YTD1.25%1.90%
1-Month1.29%0.35%
3-Month1.03%1.41%
1-Year5.78%7.92%
3-Year-2.27%3.65%
5-Year0.72%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)

YTD63
1-Month33
3-Month59
1-Year68
3-Year88
5-Year81

Load Adjusted Returns

1-Year5.78%
3-Year-2.27%
5-Year0.72%
10-YearN/A