BAVLI Mutual Fund

BAVLI Mutual Fund

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Returns Overview

1 Month
+0.06%
3 Months
+5.76%
6 Months
+10.03%
YTD
+12.54%
1 Year
+5.90%
3 Years (annualized)
+11.08%
5 Years (annualized)
+1.92%

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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.54%
Peer Avg (YTD)
+9.89%
vs Peers
+2.65%

BAVLI Mutual Fund Performance

BAVLI performance across multiple time periods: 1-month 0.06%, YTD 12.54%, 1-year 5.90%, 3-year 11.08%, 5-year 1.92%.

BAVLI returns outperform the peer average of 9.89% 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.