BVEIX Mutual Fund

NAV$24.10

Returns Overview

1 Month
+0.31%
3 Months
+9.98%
6 Months
+10.09%
YTD
+9.56%
1 Year
+16.26%
3 Years (annualized)
+11.01%
5 Years (annualized)
+7.71%
10 Years (annualized)
+10.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BVEIX 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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.56%
Peer Avg (YTD)
+9.49%
vs Peers
+0.07%

BVEIX Mutual Fund Performance

BVEIX performance across multiple time periods: 1-month 0.31%, YTD 9.56%, 1-year 16.26%, 3-year 11.01%, 5-year 7.71%, 10-year 10.25%.

BVEIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

BVEIX performance comparison shows side-by-side returns with another fund. BVEIX alternatives are available in the Mutual Fund Screener.