BATVX Mutual Fund

BATVX Mutual Fund

NAV$9.97
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Returns Overview

1 Month
+0.20%
3 Months
+0.61%
6 Months
+1.25%
YTD
+1.58%
1 Year
+2.53%
3 Years (annualized)
+2.80%
5 Years (annualized)
+2.30%

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
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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)
+1.58%
Peer Avg (YTD)
+8.76%
vs Peers
-7.17%

BATVX Mutual Fund Performance

BATVX performance across multiple time periods: 1-month 0.20%, YTD 1.58%, 1-year 2.53%, 3-year 2.80%, 5-year 2.30%.

BATVX returns trail the peer average of 8.76% 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.