BVATX Mutual Fund

BVATX Mutual Fund

NAV$10.87
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Returns Overview

1 Month
-1.76%
3 Months
-1.07%
6 Months
-1.43%
YTD
-0.68%
1 Year
+2.39%
3 Years (annualized)
+1.94%
5 Years (annualized)
+0.07%
10 Years (annualized)
+1.07%

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)
-0.68%
Peer Avg (YTD)
+0.23%
vs Peers
-0.92%

BVATX Mutual Fund Performance

BVATX performance across multiple time periods: 1-month -1.76%, YTD -0.68%, 1-year 2.39%, 3-year 1.94%, 5-year 0.07%, 10-year 1.07%.

BVATX returns trail the peer average of 0.23% 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.