BWVCX Mutual Fund

BWVCX Mutual Fund

NAV$9.14
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Returns Overview

1 Month
-3.23%
3 Months
-4.54%
6 Months
-3.26%
YTD
-3.71%
1 Year
-2.52%
3 Years (annualized)
+2.15%
5 Years (annualized)
-0.22%
10 Years (annualized)
+0.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWVCX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-3.71%
Peer Avg (YTD)
-3.84%
vs Peers
+0.13%

BWVCX Mutual Fund Performance

BWVCX performance across multiple time periods: 1-month -3.23%, YTD -3.71%, 1-year -2.52%, 3-year 2.15%, 5-year -0.22%, 10-year 0.58%.

BWVCX returns outperform the peer average of -3.84% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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