BSVIX Mutual Fund

BSVIX Mutual Fund

NAV$14.67
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Returns Overview

1 Month
-5.52%
3 Months
-6.85%
6 Months
+10.57%
YTD
-1.89%
1 Year
-0.87%
3 Years (annualized)
+11.89%
5 Years (annualized)
+6.92%
10 Years (annualized)
+7.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSVIX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
-1.89%
Peer Avg (YTD)
+10.34%
vs Peers
-12.23%

BSVIX Mutual Fund Performance

BSVIX performance across multiple time periods: 1-month -5.52%, YTD -1.89%, 1-year -0.87%, 3-year 11.89%, 5-year 6.92%, 10-year 7.38%.

BSVIX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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