BVALX Mutual Fund

NAV$14.43

Returns Overview

1 Month
+2.15%
3 Months
+5.80%
6 Months
+7.56%
YTD
+3.98%
1 Year
+10.36%
3 Years
+9.77%
5 Years
+9.70%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BVALX 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)
+3.98%
Peer Avg (YTD)
+5.12%
vs Peers
-1.14%

BVALX Mutual Fund Performance

BVALX performance across multiple time periods: 1-month 2.15%, YTD 3.98%, 1-year 10.36%, 3-year 9.77%, 5-year 9.70%.

BVALX returns trail the peer average of 5.12% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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