BVALX Mutual Fund

BVALX Mutual Fund

NAV$16.58
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Returns Overview

1 Month
-5.41%
3 Months
+0.12%
6 Months
+14.78%
YTD
+10.21%
1 Year
+13.56%
3 Years (annualized)
+13.80%
5 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BVALX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+10.21%
Peer Avg (YTD)
+10.00%
vs Peers
+0.22%

BVALX Mutual Fund Performance

BVALX performance across multiple time periods: 1-month -5.41%, YTD 10.21%, 1-year 13.56%, 3-year 13.80%, 5-year 9.29%.

BVALX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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