BVALX Mutual Fund

NAV$16.39

Returns Overview

1 Month
+3.01%
3 Months
+14.63%
6 Months
+10.68%
YTD
+10.08%
1 Year
+17.31%
3 Years (annualized)
+11.13%
5 Years (annualized)
+8.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

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)
+10.08%
Peer Avg (YTD)
+9.49%
vs Peers
+0.59%

BVALX Mutual Fund Performance

BVALX performance across multiple time periods: 1-month 3.01%, YTD 10.08%, 1-year 17.31%, 3-year 11.13%, 5-year 8.08%.

BVALX returns outperform the peer average of 9.49% 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.