BCSVX Mutual Fund

BCSVX Mutual Fund

NAV$22.39
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Returns Overview

1 Month
+7.45%
3 Months
+3.94%
6 Months
-3.77%
YTD
-8.51%
1 Year
-19.28%
3 Years (annualized)
-0.23%
5 Years (annualized)
-2.79%
10 Years (annualized)
+8.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCSVX 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
MSCI All Country World ex USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
-8.51%
Peer Avg (YTD)
+8.67%
vs Peers
-17.18%

BCSVX Mutual Fund Performance

BCSVX performance across multiple time periods: 1-month 7.45%, YTD -8.51%, 1-year -19.28%, 3-year -0.23%, 5-year -2.79%, 10-year 8.23%.

BCSVX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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