BBVSX Mutual Fund

BBVSX Mutual Fund

NAV$16.45
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Returns Overview

1 Month
-0.37%
3 Months
+5.00%
6 Months
+10.68%
YTD
+16.43%
1 Year
+23.50%
3 Years (annualized)
+14.37%
5 Years (annualized)
+9.45%
10 Years (annualized)
+10.33%

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
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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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+16.43%
Peer Avg (YTD)
+9.54%
vs Peers
+6.89%

BBVSX Mutual Fund Performance

BBVSX performance across multiple time periods: 1-month -0.37%, YTD 16.43%, 1-year 23.50%, 3-year 14.37%, 5-year 9.45%, 10-year 10.33%.

BBVSX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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