BVSIX Mutual Fund

BVSIX Mutual Fund

NAV$18.80
See how much of BVSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.96%
3 Months
-3.32%
6 Months
+3.51%
YTD
+3.87%
1 Year
+4.81%
3 Years (annualized)
+13.18%
5 Years (annualized)
+9.67%
10 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BVSIX 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
Morningstar US Large Value Total Return USD(^MLVLT)
This Mutual Fund (YTD)
+3.87%
Peer Avg (YTD)
+6.73%
vs Peers
-2.85%

BVSIX Mutual Fund Performance

BVSIX performance across multiple time periods: 1-month -4.96%, YTD 3.87%, 1-year 4.81%, 3-year 13.18%, 5-year 9.67%, 10-year 10.79%.

BVSIX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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