BIVSX Mutual Fund

NAV$18.73

Returns Overview

1 Month
-6.32%
3 Months
-20.45%
6 Months
-17.44%
YTD
-14.97%
1 Year
-11.00%
3 Years (annualized)
-9.88%
5 Years (annualized)
+14.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIVSX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Composite 1500 Total Return Index(^SPCTRI)
This Mutual Fund (YTD)
-14.97%
Peer Avg (YTD)
+3.47%
vs Peers
-18.45%

BIVSX Mutual Fund Performance

BIVSX performance across multiple time periods: 1-month -6.32%, YTD -14.97%, 1-year -11.00%, 3-year -9.88%, 5-year 14.13%.

BIVSX returns trail the peer average of 3.47% YTD. With an expense ratio of 2.80%, investors should weigh costs against performance when evaluating this mutual fund.

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