BSVSX Mutual Fund

NAV$15.57

Returns Overview

1 Month
+8.76%
3 Months
+18.64%
6 Months
+5.05%
YTD
+5.19%
1 Year
+25.64%
3 Years (annualized)
+16.11%
5 Years (annualized)
+10.02%
10 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSVSX 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)
+5.19%
Peer Avg (YTD)
+18.52%
vs Peers
-13.33%

BSVSX Mutual Fund Performance

BSVSX performance across multiple time periods: 1-month 8.76%, YTD 5.19%, 1-year 25.64%, 3-year 16.11%, 5-year 10.02%, 10-year 8.83%.

BSVSX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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