BSVSX Mutual Fund

BSVSX Mutual Fund

NAV$14.47
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Returns Overview

1 Month
-5.47%
3 Months
-6.82%
6 Months
+10.55%
YTD
-1.98%
1 Year
-1.01%
3 Years (annualized)
+11.70%
5 Years (annualized)
+6.72%
10 Years (annualized)
+7.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSVSX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
-1.98%
Peer Avg (YTD)
+10.34%
vs Peers
-12.32%

BSVSX Mutual Fund Performance

BSVSX performance across multiple time periods: 1-month -5.47%, YTD -1.98%, 1-year -1.01%, 3-year 11.70%, 5-year 6.72%, 10-year 7.15%.

BSVSX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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