BASVX Mutual Fund

BASVX Mutual Fund

NAV$15.86
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Returns Overview

1 Month
-5.47%
3 Months
-2.87%
6 Months
+11.22%
YTD
+6.87%
1 Year
+11.86%
3 Years (annualized)
+18.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BASVX 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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.87%
Peer Avg (YTD)
+10.00%
vs Peers
-3.13%

BASVX Mutual Fund Performance

BASVX performance across multiple time periods: 1-month -5.47%, YTD 6.87%, 1-year 11.86%, 3-year 18.41%.

BASVX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

BASVX vs another fund shows side-by-side returns. BASVX alternatives are available in the Mutual Fund Screener.