BISVX Mutual Fund

NAV$16.02

Returns Overview

3 Months
+8.10%
6 Months
+9.20%
YTD
+10.25%
1 Year
+19.79%
3 Years (annualized)
+18.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BISVX 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)
+10.25%
Peer Avg (YTD)
+9.49%
vs Peers
+0.76%

BISVX Mutual Fund Performance

BISVX performance across multiple time periods: YTD 10.25%, 1-year 19.79%, 3-year 18.44%.

BISVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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