BSVIX Mutual Fund

BSVIX Mutual Fund

NAV$15.56
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Returns Overview

1 Month
-2.95%
3 Months
+9.62%
6 Months
+4.27%
YTD
+2.23%
1 Year
+5.52%
3 Years (annualized)
+8.51%
5 Years (annualized)
+6.87%
10 Years (annualized)
+7.13%

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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+2.23%
Peer Avg (YTD)
+15.31%
vs Peers
-13.08%

BSVIX Mutual Fund Performance

BSVIX performance across multiple time periods: 1-month -2.95%, YTD 2.23%, 1-year 5.52%, 3-year 8.51%, 5-year 6.87%, 10-year 7.13%.

BSVIX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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