BVAOX Mutual Fund

BVAOX Mutual Fund

NAV$10.45
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Returns Overview

1 Month
+1.63%
3 Months
+3.61%
6 Months
+3.31%
YTD
+10.98%
1 Year
+9.06%
3 Years (annualized)
+9.90%
5 Years (annualized)
+3.06%
10 Years (annualized)
+4.80%

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
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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 2500 Index(^R25I)
This Mutual Fund (YTD)
+10.98%
Peer Avg (YTD)
+15.20%
vs Peers
-4.22%

BVAOX Mutual Fund Performance

BVAOX performance across multiple time periods: 1-month 1.63%, YTD 10.98%, 1-year 9.06%, 3-year 9.90%, 5-year 3.06%, 10-year 4.80%.

BVAOX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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