BVSIX Mutual Fund

BVSIX Mutual Fund

NAV$18.46
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Returns Overview

1 Month
+0.05%
3 Months
+2.37%
6 Months
+2.94%
YTD
+9.30%
1 Year
+11.23%
3 Years (annualized)
+13.18%
5 Years (annualized)
+9.67%
10 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BVSIX 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
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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)
+9.30%
Peer Avg (YTD)
+9.89%
vs Peers
-0.59%

BVSIX Mutual Fund Performance

BVSIX performance across multiple time periods: 1-month 0.05%, YTD 9.30%, 1-year 11.23%, 3-year 13.18%, 5-year 9.67%, 10-year 10.79%.

BVSIX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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