BVPIX Mutual Fund

BVPIX Mutual Fund

NAV$24.25
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Returns Overview

1 Month
-5.42%
3 Months
+0.22%
6 Months
+1.80%
YTD
+5.34%
1 Year
+6.57%
3 Years (annualized)
+14.98%
5 Years (annualized)
+11.24%
10 Years (annualized)
+10.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BVPIX 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
Morningstar US Large Value Total Return USD(^MLVLT)
This Mutual Fund (YTD)
+5.34%
Peer Avg (YTD)
+10.00%
vs Peers
-4.66%

BVPIX Mutual Fund Performance

BVPIX performance across multiple time periods: 1-month -5.42%, YTD 5.34%, 1-year 6.57%, 3-year 14.98%, 5-year 11.24%, 10-year 10.77%.

BVPIX 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.

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