BVAAX Mutual Fund

BVAAX Mutual Fund

NAV$10.87
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Returns Overview

1 Month
-1.78%
3 Months
-1.04%
6 Months
-1.46%
YTD
-0.83%
1 Year
+2.23%
3 Years (annualized)
+1.72%
5 Years (annualized)
-0.17%
10 Years (annualized)
+0.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BVAAX 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
ICE BofA 2-17 Year Municipal Bond Index
This Mutual Fund (YTD)
-0.83%
Peer Avg (YTD)
+0.23%
vs Peers
-1.06%

BVAAX Mutual Fund Performance

BVAAX performance across multiple time periods: 1-month -1.78%, YTD -0.83%, 1-year 2.23%, 3-year 1.72%, 5-year -0.17%, 10-year 0.88%.

BVAAX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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