BBVLX Mutual Fund

BBVLX Mutual Fund

NAV$19.97
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Returns Overview

1 Month
+4.22%
3 Months
+1.34%
6 Months
+7.44%
YTD
+13.09%
1 Year
+17.72%
3 Years (annualized)
+17.26%
5 Years (annualized)
+9.69%
10 Years (annualized)
+12.21%

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
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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)
+13.09%
Peer Avg (YTD)
+12.44%
vs Peers
+0.65%

BBVLX Mutual Fund Performance

BBVLX performance across multiple time periods: 1-month 4.22%, YTD 13.09%, 1-year 17.72%, 3-year 17.26%, 5-year 9.69%, 10-year 12.21%.

BBVLX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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