BISVX Mutual Fund

BISVX Mutual Fund

NAV$16.04
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Returns Overview

1 Month
+3.93%
3 Months
-0.19%
6 Months
+8.41%
YTD
+10.94%
1 Year
+14.61%
3 Years (annualized)
+20.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BISVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+10.94%
Peer Avg (YTD)
+12.44%
vs Peers
-1.49%

BISVX Mutual Fund Performance

BISVX performance across multiple time periods: 1-month 3.93%, YTD 10.94%, 1-year 14.61%, 3-year 20.46%.

BISVX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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