BATVX Mutual Fund

BATVX Mutual Fund

NAV$9.99
See how much of BATVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.20%
3 Months
+0.43%
6 Months
+1.04%
YTD
+1.82%
1 Year
+2.30%
3 Years (annualized)
+2.67%
5 Years (annualized)
+2.34%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.82%
Peer Avg (YTD)
+6.70%
vs Peers
-4.88%

BATVX Mutual Fund Performance

BATVX performance across multiple time periods: 1-month 0.20%, YTD 1.82%, 1-year 2.30%, 3-year 2.67%, 5-year 2.34%.

BATVX returns trail the peer average of 6.70% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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