BWVAX Mutual Fund

BWVAX Mutual Fund

NAV$9.12
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Returns Overview

1 Month
-0.08%
3 Months
-0.78%
6 Months
-1.66%
YTD
-0.11%
1 Year
+2.70%
3 Years (annualized)
+2.78%
5 Years (annualized)
+0.27%
10 Years (annualized)
+1.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWVAX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.11%
Peer Avg (YTD)
+0.15%
vs Peers
-0.26%

BWVAX Mutual Fund Performance

BWVAX performance across multiple time periods: 1-month -0.08%, YTD -0.11%, 1-year 2.70%, 3-year 2.78%, 5-year 0.27%, 10-year 1.22%.

BWVAX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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