BVAOX Mutual Fund

BVAOX Mutual Fund

NAV$10.65
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Returns Overview

1 Month
-3.24%
3 Months
+2.25%
6 Months
+4.30%
YTD
+9.21%
1 Year
+9.15%
3 Years (annualized)
+7.62%
5 Years (annualized)
+1.88%
10 Years (annualized)
+7.82%

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)
+9.21%
Peer Avg (YTD)
+15.31%
vs Peers
-6.10%

BVAOX Mutual Fund Performance

BVAOX performance across multiple time periods: 1-month -3.24%, YTD 9.21%, 1-year 9.15%, 3-year 7.62%, 5-year 1.88%, 10-year 7.82%.

BVAOX returns trail the peer average of 15.31% 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.