BSVSX Mutual Fund

BSVSX Mutual Fund

NAV$14.27
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Returns Overview

1 Month
+1.54%
3 Months
+7.20%
6 Months
+5.78%
YTD
+3.69%
1 Year
+3.83%
3 Years (annualized)
+11.70%
5 Years (annualized)
+6.72%
10 Years (annualized)
+7.15%

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
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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)
+3.69%
Peer Avg (YTD)
+15.20%
vs Peers
-11.51%

BSVSX Mutual Fund Performance

BSVSX performance across multiple time periods: 1-month 1.54%, YTD 3.69%, 1-year 3.83%, 3-year 11.70%, 5-year 6.72%, 10-year 7.15%.

BSVSX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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