BBVLX Mutual Fund

NAV$19.96

Returns Overview

1 Month
+1.13%
3 Months
+11.06%
6 Months
+9.96%
YTD
+9.09%
1 Year
+10.02%
3 Years (annualized)
+14.30%
5 Years (annualized)
+9.94%
10 Years (annualized)
+12.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBVLX 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)
+9.09%
Peer Avg (YTD)
+9.49%
vs Peers
-0.40%

BBVLX Mutual Fund Performance

BBVLX performance across multiple time periods: 1-month 1.13%, YTD 9.09%, 1-year 10.02%, 3-year 14.30%, 5-year 9.94%, 10-year 12.11%.

BBVLX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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