BSVIX Mutual Fund

NAV$15.72

Returns Overview

1 Month
+8.78%
3 Months
+18.71%
6 Months
+5.19%
YTD
+5.33%
1 Year
+25.71%
3 Years (annualized)
+16.29%
5 Years (annualized)
+10.19%
10 Years (annualized)
+9.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSVIX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+5.33%
Peer Avg (YTD)
+18.52%
vs Peers
-13.19%

BSVIX Mutual Fund Performance

BSVIX performance across multiple time periods: 1-month 8.78%, YTD 5.33%, 1-year 25.71%, 3-year 16.29%, 5-year 10.19%, 10-year 9.05%.

BSVIX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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