BIVSX Mutual Fund

BIVSX Mutual Fund

NAV$21.40
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Returns Overview

1 Month
+19.99%
3 Months
+6.04%
6 Months
+21.13%
YTD
+16.75%
1 Year
+31.37%
3 Years (annualized)
+11.07%
5 Years (annualized)
+30.34%

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
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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
S&P Composite 1500 Total Return Index(^SPCTRI)
This Mutual Fund (YTD)
+16.75%
Peer Avg (YTD)
+3.99%
vs Peers
+12.76%

BIVSX Mutual Fund Performance

BIVSX performance across multiple time periods: 1-month 19.99%, YTD 16.75%, 1-year 31.37%, 3-year 11.07%, 5-year 30.34%.

BIVSX returns outperform the peer average of 3.99% YTD. With an expense ratio of 2.80%, investors should weigh costs against performance when evaluating this mutual fund.

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