BVIII Mutual Fund

Returns Overview

1 Month
+3.20%
3 Months
+15.40%
6 Months
+10.67%
YTD
+9.71%
1 Year
+7.45%
3 Years (annualized)
+9.45%
5 Years (annualized)
+1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BVIII 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.71%
Peer Avg (YTD)
+10.82%
vs Peers
-1.11%

BVIII Mutual Fund Performance

BVIII performance across multiple time periods: 1-month 3.20%, YTD 9.71%, 1-year 7.45%, 3-year 9.45%, 5-year 1.02%.

BVIII returns trail the peer average of 10.82% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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