BCVCX Mutual Fund

BCVCX Mutual Fund

NAV$42.24
See how much of BCVCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.15%
3 Months
+9.65%
6 Months
+15.57%
YTD
+25.30%
1 Year
+35.51%
3 Years (annualized)
+24.82%
5 Years (annualized)
+14.81%
10 Years (annualized)
+12.29%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 1000 Value Index
This Mutual Fund (YTD)
+25.30%
Peer Avg (YTD)
+12.44%
vs Peers
+12.86%

BCVCX Mutual Fund Performance

BCVCX performance across multiple time periods: 1-month 3.15%, YTD 25.30%, 1-year 35.51%, 3-year 24.82%, 5-year 14.81%, 10-year 12.29%.

BCVCX returns outperform the peer average of 12.44% 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.