BAVLI Mutual Fund

Returns Overview

1 Month
+3.21%
3 Months
+15.43%
6 Months
+10.78%
YTD
+9.84%
1 Year
+7.69%
3 Years (annualized)
+9.66%
5 Years (annualized)
+1.22%

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

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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.84%
Peer Avg (YTD)
+10.82%
vs Peers
-0.98%

BAVLI Mutual Fund Performance

BAVLI performance across multiple time periods: 1-month 3.21%, YTD 9.84%, 1-year 7.69%, 3-year 9.66%, 5-year 1.22%.

BAVLI returns trail the peer average of 10.82% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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