BTS Mutual Funds List
Here you can find all mutual funds issued by BTS and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 2
- Avg. Expense Ratio
- 1.57%
- Avg. 1 Year Return
- 4.66%
- Avg. 5 Year Return
- -0.60%
- Median Risk/Return Score
- 27 / 100
BTS Mutual Funds List
2 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BTS Tactical Fixed Income Fund | Nontraditional Bonds | May 30, 2013 | 1.65% | -1.18% | -0.50% | 4.32% | 9 | ||||||||
| BTS Managed Income Fund | Nontraditional Bonds | Dec 30, 2018 | 1.50% | 1.40% | — | 5.59% | 44 |
Explore top BTS Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best BTS Mutual funds by Risk/Return Score
The top BTS Mutual funds by PortfoliosLab Risk/Return Score are BTSIX (44) and BTFAX (9).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| BTS Managed Income Fund | 44 | — | Dec 2018 | |
| BTS Tactical Fixed Income Fund | 9 | — | May 2013 |
Best-Performing BTS Mutual funds Over 5 Years
The top BTS Mutual funds is BTSIX (0.57%).
Across the lineup, BTS Mutual funds show an average 1-year return of 4.66% and an average 5-year return of -0.60%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| BTS Managed Income Fund | 0.57% | — | Dec 2018 | |
| BTS Tactical Fixed Income Fund | -1.78% | — | May 2013 |
Lowest-Cost BTS Mutual funds
The top BTS Mutual funds is BTSIX (1.50%).
With an average expense ratio of 1.57%, BTS Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| BTS Managed Income Fund | 1.50% | — | Dec 2018 | |
| BTS Tactical Fixed Income Fund | 1.65% | — | May 2013 |
Highest-Yield BTS Mutual funds
The top BTS Mutual funds is BTSIX (5.59%).
Across the lineup, BTS Mutual funds show an average dividend yield of 4.96%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| BTS Managed Income Fund | 5.59% | — | Dec 2018 | |
| BTS Tactical Fixed Income Fund | 4.32% | — | May 2013 |
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Top Mutual funds Comparisons
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