BIAVX Mutual Fund

NAV$16.13

Returns Overview

1 Month
+3.03%
3 Months
+14.62%
6 Months
+10.50%
YTD
+9.97%
1 Year
+17.12%
3 Years (annualized)
+10.98%
5 Years (annualized)
+7.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIAVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.97%
Peer Avg (YTD)
+9.49%
vs Peers
+0.48%

BIAVX Mutual Fund Performance

BIAVX performance across multiple time periods: 1-month 3.03%, YTD 9.97%, 1-year 17.12%, 3-year 10.98%, 5-year 7.91%.

BIAVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

BIAVX performance comparison shows side-by-side returns with another fund. BIAVX alternatives are available in the Mutual Fund Screener.