BCVCX Mutual Fund

BCVCX Mutual Fund

NAV$42.52
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Returns Overview

1 Month
+2.90%
3 Months
+12.96%
6 Months
+17.58%
YTD
+16.08%
1 Year
+30.14%
3 Years (annualized)
+22.76%
5 Years (annualized)
+13.94%
10 Years (annualized)
+11.90%

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
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
Bloomberg US 1000 Value Index
This Mutual Fund (YTD)
+16.08%
Peer Avg (YTD)
+9.49%
vs Peers
+6.59%

BCVCX Mutual Fund Performance

BCVCX performance across multiple time periods: 1-month 2.90%, YTD 16.08%, 1-year 30.14%, 3-year 22.76%, 5-year 13.94%, 10-year 11.90%.

BCVCX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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