BVOIX Mutual Fund

BVOIX Mutual Fund

NAV$12.12
See how much of BVOIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.85%
3 Months
-5.39%
6 Months
+4.16%
YTD
+3.25%
1 Year
+7.60%
3 Years (annualized)
+16.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BVOIX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+3.25%
Peer Avg (YTD)
+10.00%
vs Peers
-6.75%

BVOIX Mutual Fund Performance

BVOIX performance across multiple time periods: 1-month -4.85%, YTD 3.25%, 1-year 7.60%, 3-year 16.94%.

BVOIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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