BVAOX Mutual Fund

NAV$10.97

Returns Overview

1 Month
+5.37%
3 Months
+12.75%
6 Months
+12.87%
YTD
+11.58%
1 Year
+10.50%
3 Years (annualized)
+10.13%
5 Years (annualized)
+3.32%
10 Years (annualized)
+5.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BVAOX 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 2500 Index(^R25I)
This Mutual Fund (YTD)
+11.58%
Peer Avg (YTD)
+18.52%
vs Peers
-6.94%

BVAOX Mutual Fund Performance

BVAOX performance across multiple time periods: 1-month 5.37%, YTD 11.58%, 1-year 10.50%, 3-year 10.13%, 5-year 3.32%, 10-year 5.54%.

BVAOX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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