BBVSX Mutual Fund

BBVSX Mutual Fund

NAV$15.50
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Returns Overview

1 Month
-5.23%
3 Months
-5.12%
6 Months
+8.23%
YTD
+9.62%
1 Year
+12.31%
3 Years (annualized)
+11.92%
5 Years (annualized)
+6.96%
10 Years (annualized)
+9.10%

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)
+9.62%
Peer Avg (YTD)
+6.73%
vs Peers
+2.89%

BBVSX Mutual Fund Performance

BBVSX performance across multiple time periods: 1-month -5.23%, YTD 9.62%, 1-year 12.31%, 3-year 11.92%, 5-year 6.96%, 10-year 9.10%.

BBVSX returns outperform the peer average of 6.73% 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.