BATVX Mutual Fund

NAV$9.99

Returns Overview

1 Month
+0.22%
3 Months
+0.66%
6 Months
+1.19%
YTD
+1.19%
1 Year
+2.58%
3 Years (annualized)
+2.87%
5 Years (annualized)
+2.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BATVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Municipal Swap Index(MSI)
This Mutual Fund (YTD)
+1.19%
Peer Avg (YTD)
+7.64%
vs Peers
-6.45%

BATVX Mutual Fund Performance

BATVX performance across multiple time periods: 1-month 0.22%, YTD 1.19%, 1-year 2.58%, 3-year 2.87%, 5-year 2.22%.

BATVX returns trail the peer average of 7.64% YTD. investors should weigh costs against performance when evaluating this mutual fund.

BATVX performance comparison shows side-by-side returns with another fund. BATVX alternatives are available in the Mutual Fund Screener.