BPAVX Mutual Fund

BPAVX Mutual Fund

NAV$37.63
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Returns Overview

1 Month
+2.49%
3 Months
+9.15%
6 Months
+15.47%
YTD
+17.99%
1 Year
+25.52%
3 Years (annualized)
+17.44%
5 Years (annualized)
+11.67%
10 Years (annualized)
+11.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BPAVX 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 3000 Value(^RAV)
This Mutual Fund (YTD)
+17.99%
Peer Avg (YTD)
+12.44%
vs Peers
+5.55%

BPAVX Mutual Fund Performance

BPAVX performance across multiple time periods: 1-month 2.49%, YTD 17.99%, 1-year 25.52%, 3-year 17.44%, 5-year 11.67%, 10-year 11.67%.

BPAVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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