BVEFX Mutual Fund

BVEFX Mutual Fund

NAV$24.07
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Returns Overview

1 Month
+2.43%
3 Months
+0.90%
6 Months
+7.63%
YTD
+14.65%
1 Year
+15.96%
3 Years (annualized)
+18.65%
5 Years (annualized)
+9.69%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BVEFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.65%
Peer Avg (YTD)
+12.44%
vs Peers
+2.21%

BVEFX Mutual Fund Performance

BVEFX performance across multiple time periods: 1-month 2.43%, YTD 14.65%, 1-year 15.96%, 3-year 18.65%, 5-year 9.69%, 10-year 10.56%.

BVEFX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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