BVATX Mutual Fund

BVATX Mutual Fund

NAV$10.53
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Returns Overview

1 Month
-0.04%
3 Months
-1.24%
6 Months
-2.36%
YTD
-0.73%
1 Year
+1.75%
3 Years (annualized)
+2.27%
5 Years (annualized)
-0.03%
10 Years (annualized)
+1.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BVATX 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
ICE BofA 2-17 Year Municipal Bond Index
This Mutual Fund (YTD)
-0.73%
Peer Avg (YTD)
+0.15%
vs Peers
-0.88%

BVATX Mutual Fund Performance

BVATX performance across multiple time periods: 1-month -0.04%, YTD -0.73%, 1-year 1.75%, 3-year 2.27%, 5-year -0.03%, 10-year 1.06%.

BVATX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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