BVEFX Mutual Fund

BVEFX Mutual Fund

NAV$23.86
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Returns Overview

1 Month
+3.73%
3 Months
+6.67%
6 Months
+9.68%
YTD
+13.63%
1 Year
+20.04%
3 Years (annualized)
+15.13%
5 Years (annualized)
+10.35%
10 Years (annualized)
+9.91%

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)
+13.63%
Peer Avg (YTD)
+11.41%
vs Peers
+2.21%

BVEFX Mutual Fund Performance

BVEFX performance across multiple time periods: 1-month 3.73%, YTD 13.63%, 1-year 20.04%, 3-year 15.13%, 5-year 10.35%, 10-year 9.91%.

BVEFX returns outperform the peer average of 11.41% 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.