BVALX Mutual Fund

BVALX Mutual Fund

NAV$17.00
See how much of BVALX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.80%
3 Months
+10.66%
6 Months
+11.18%
YTD
+13.16%
1 Year
+22.11%
3 Years (annualized)
+11.44%
5 Years (annualized)
+8.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BVALX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.16%
Peer Avg (YTD)
+11.41%
vs Peers
+1.75%

BVALX Mutual Fund Performance

BVALX performance across multiple time periods: 1-month 2.80%, YTD 13.16%, 1-year 22.11%, 3-year 11.44%, 5-year 8.83%.

BVALX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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