BVSIX Mutual Fund

BVSIX Mutual Fund

NAV$19.35
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Returns Overview

1 Month
+6.06%
3 Months
+0.84%
6 Months
+5.34%
YTD
+10.16%
1 Year
+12.21%
3 Years (annualized)
+15.01%
5 Years (annualized)
+9.19%
10 Years (annualized)
+10.81%

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)
+10.16%
Peer Avg (YTD)
+8.01%
vs Peers
+2.16%

BVSIX Mutual Fund Performance

BVSIX performance across multiple time periods: 1-month 6.06%, YTD 10.16%, 1-year 12.21%, 3-year 15.01%, 5-year 9.19%, 10-year 10.81%.

BVSIX returns outperform the peer average of 8.01% 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.