BIVSX Mutual Fund

BIVSX Mutual Fund

NAV$18.02
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Returns Overview

1 Month
-12.62%
3 Months
+14.44%
6 Months
-8.96%
YTD
-2.70%
1 Year
-0.76%
3 Years (annualized)
-2.59%
5 Years (annualized)
+20.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIVSX 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)
-2.70%
Peer Avg (YTD)
+5.40%
vs Peers
-8.10%

BIVSX Mutual Fund Performance

BIVSX performance across multiple time periods: 1-month -12.62%, YTD -2.70%, 1-year -0.76%, 3-year -2.59%, 5-year 20.08%.

BIVSX returns trail the peer average of 5.40% YTD. With an expense ratio of 2.80%, investors should weigh costs against performance when evaluating this mutual fund.

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