BWVAX Mutual Fund

BWVAX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
-1.13%
3 Months
-0.47%
6 Months
-0.66%
YTD
+0.08%
1 Year
+3.45%
3 Years (annualized)
+2.51%
5 Years (annualized)
+0.38%
10 Years (annualized)
+1.26%

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)
+0.08%
Peer Avg (YTD)
+0.23%
vs Peers
-0.15%

BWVAX Mutual Fund Performance

BWVAX performance across multiple time periods: 1-month -1.13%, YTD 0.08%, 1-year 3.45%, 3-year 2.51%, 5-year 0.38%, 10-year 1.26%.

BWVAX returns trail the peer average of 0.23% 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.