BVPIX Mutual Fund

BVPIX Mutual Fund

NAV$25.31
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Returns Overview

1 Month
+4.27%
3 Months
+4.58%
6 Months
+5.56%
YTD
+9.60%
1 Year
+15.44%
3 Years (annualized)
+13.55%
5 Years (annualized)
+10.56%
10 Years (annualized)
+10.33%

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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
Morningstar US Large Value Total Return USD(^MLVLT)
This Mutual Fund (YTD)
+9.60%
Peer Avg (YTD)
+11.41%
vs Peers
-1.82%

BVPIX Mutual Fund Performance

BVPIX performance across multiple time periods: 1-month 4.27%, YTD 9.60%, 1-year 15.44%, 3-year 13.55%, 5-year 10.56%, 10-year 10.33%.

BVPIX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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