BVPIX Mutual Fund

NAV$24.97

Returns Overview

1 Month
-0.38%
3 Months
+1.58%
6 Months
+5.81%
YTD
+5.11%
1 Year
+10.23%
3 Years (annualized)
+12.16%
5 Years (annualized)
+9.47%
10 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BVPIX 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
Morningstar US Large Value Total Return USD(^MLVLT)
This Mutual Fund (YTD)
+5.11%
Peer Avg (YTD)
+9.49%
vs Peers
-4.38%

BVPIX Mutual Fund Performance

BVPIX performance across multiple time periods: 1-month -0.38%, YTD 5.11%, 1-year 10.23%, 3-year 12.16%, 5-year 9.47%, 10-year 10.22%.

BVPIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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