BCSVX Mutual Fund

NAV$22.62

Returns Overview

1 Month
-4.10%
3 Months
+4.08%
6 Months
-15.03%
YTD
-14.86%
1 Year
-26.89%
3 Years (annualized)
-1.65%
5 Years (annualized)
-3.76%
10 Years (annualized)
+8.04%

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
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
MSCI All Country World ex USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
-14.86%
Peer Avg (YTD)
+9.16%
vs Peers
-24.02%

BCSVX Mutual Fund Performance

BCSVX performance across multiple time periods: 1-month -4.10%, YTD -14.86%, 1-year -26.89%, 3-year -1.65%, 5-year -3.76%, 10-year 8.04%.

BCSVX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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