BVACX Mutual Fund

BVACX Mutual Fund

NAV$10.88
See how much of BVACX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.16%
3 Months
-0.61%
6 Months
-1.83%
YTD
-1.87%
1 Year
-1.54%
3 Years (annualized)
+2.17%
5 Years (annualized)
-0.73%
10 Years (annualized)
+0.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BVACX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE BofA 2-17 Year Municipal Bond Index
This Mutual Fund (YTD)
-1.87%
Peer Avg (YTD)
-0.87%
vs Peers
-1.00%

BVACX Mutual Fund Performance

BVACX performance across multiple time periods: 1-month 3.16%, YTD -1.87%, 1-year -1.54%, 3-year 2.17%, 5-year -0.73%, 10-year 0.16%.

BVACX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.62%, investors should weigh costs against performance when evaluating this mutual fund.

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