BIVRX Mutual Fund

BIVRX Mutual Fund

NAV$17.35
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Returns Overview

1 Month
-12.62%
3 Months
+14.35%
6 Months
-9.12%
YTD
-2.97%
1 Year
-1.20%
3 Years (annualized)
+2.03%
5 Years (annualized)
+15.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIVRX 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
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🏦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
S&P Composite 1500 Total Return Index(^SPCTRI)
This Mutual Fund (YTD)
-2.97%
Peer Avg (YTD)
+5.40%
vs Peers
-8.37%

BIVRX Mutual Fund Performance

BIVRX performance across multiple time periods: 1-month -12.62%, YTD -2.97%, 1-year -1.20%, 3-year 2.03%, 5-year 15.61%.

BIVRX returns trail the peer average of 5.40% YTD. With an expense ratio of 3.30%, investors should weigh costs against performance when evaluating this mutual fund.

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