BAVLI Mutual Fund

BAVLI Mutual Fund

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

Returns Overview

1 Month
+2.40%
3 Months
+9.51%
6 Months
+9.74%
YTD
+12.47%
1 Year
+9.89%
3 Years (annualized)
+9.41%
5 Years (annualized)
+2.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAVLI 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.47%
Peer Avg (YTD)
+9.54%
vs Peers
+2.93%

BAVLI Mutual Fund Performance

BAVLI performance across multiple time periods: 1-month 2.40%, YTD 12.47%, 1-year 9.89%, 3-year 9.41%, 5-year 2.07%.

BAVLI returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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