BBVSX Mutual Fund

NAV$16.46

Returns Overview

1 Month
+5.05%
3 Months
+14.06%
6 Months
+16.86%
YTD
+15.53%
1 Year
+16.73%
3 Years (annualized)
+12.15%
5 Years (annualized)
+7.18%
10 Years (annualized)
+9.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBVSX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+15.53%
Peer Avg (YTD)
+10.82%
vs Peers
+4.71%

BBVSX Mutual Fund Performance

BBVSX performance across multiple time periods: 1-month 5.05%, YTD 15.53%, 1-year 16.73%, 3-year 12.15%, 5-year 7.18%, 10-year 9.76%.

BBVSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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