BIAVX Mutual Fund

BIAVX Mutual Fund

NAV$16.51
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Returns Overview

1 Month
-5.38%
3 Months
+0.13%
6 Months
+14.77%
YTD
+10.11%
1 Year
+13.44%
3 Years (annualized)
+13.60%
5 Years (annualized)
+9.11%

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
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)
+10.11%
Peer Avg (YTD)
+10.00%
vs Peers
+0.11%

BIAVX Mutual Fund Performance

BIAVX performance across multiple time periods: 1-month -5.38%, YTD 10.11%, 1-year 13.44%, 3-year 13.60%, 5-year 9.11%.

BIAVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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