BSVIX Mutual Fund

BSVIX Mutual Fund

NAV$16.09
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Returns Overview

1 Month
+6.05%
3 Months
+1.78%
6 Months
+11.58%
YTD
+4.05%
1 Year
+3.51%
3 Years (annualized)
+18.36%
5 Years (annualized)
+6.50%
10 Years (annualized)
+7.71%

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)
+4.05%
Peer Avg (YTD)
+12.21%
vs Peers
-8.16%

BSVIX Mutual Fund Performance

BSVIX performance across multiple time periods: 1-month 6.05%, YTD 4.05%, 1-year 3.51%, 3-year 18.36%, 5-year 6.50%, 10-year 7.71%.

BSVIX returns trail the peer average of 12.21% 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.