BASVX Mutual Fund

BASVX Mutual Fund

NAV$16.43
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Returns Overview

1 Month
+1.06%
3 Months
+8.58%
6 Months
+10.29%
YTD
+12.27%
1 Year
+20.99%
3 Years (annualized)
+17.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BASVX 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)
+12.27%
Peer Avg (YTD)
+11.41%
vs Peers
+0.86%

BASVX Mutual Fund Performance

BASVX performance across multiple time periods: 1-month 1.06%, YTD 12.27%, 1-year 20.99%, 3-year 17.16%.

BASVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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