BCVCX Mutual Fund

BCVCX Mutual Fund

NAV$43.48
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Returns Overview

1 Month
+3.31%
3 Months
+10.18%
6 Months
+15.91%
YTD
+21.47%
1 Year
+35.13%
3 Years (annualized)
+22.79%
5 Years (annualized)
+14.57%
10 Years (annualized)
+11.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCVCX 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
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📉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
Bloomberg US 1000 Value Index
This Mutual Fund (YTD)
+21.47%
Peer Avg (YTD)
+11.41%
vs Peers
+10.06%

BCVCX Mutual Fund Performance

BCVCX performance across multiple time periods: 1-month 3.31%, YTD 21.47%, 1-year 35.13%, 3-year 22.79%, 5-year 14.57%, 10-year 11.97%.

BCVCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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