BIVRX Mutual Fund

BIVRX Mutual Fund

NAV$18.67
See how much of BIVRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+29.46%
3 Months
+14.06%
6 Months
+10.12%
YTD
+6.63%
1 Year
+15.28%
3 Years (annualized)
+2.24%
5 Years (annualized)
+15.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIVRX 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
S&P Composite 1500 Total Return Index(^SPCTRI)
This Mutual Fund (YTD)
+6.63%
Peer Avg (YTD)
+2.39%
vs Peers
+4.24%

BIVRX Mutual Fund Performance

BIVRX performance across multiple time periods: 1-month 29.46%, YTD 6.63%, 1-year 15.28%, 3-year 2.24%, 5-year 15.24%.

BIVRX returns outperform the peer average of 2.39% YTD. With an expense ratio of 3.30%, investors should weigh costs against performance when evaluating this mutual fund.

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