BWVCX Mutual Fund

BWVCX Mutual Fund

NAV$9.13
See how much of BWVCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.15%
3 Months
-0.99%
6 Months
-2.03%
YTD
-0.50%
1 Year
+2.08%
3 Years (annualized)
+2.15%
5 Years (annualized)
-0.22%
10 Years (annualized)
+0.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BWVCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.50%
Peer Avg (YTD)
+0.15%
vs Peers
-0.65%

BWVCX Mutual Fund Performance

BWVCX performance across multiple time periods: 1-month -0.15%, YTD -0.50%, 1-year 2.08%, 3-year 2.15%, 5-year -0.22%, 10-year 0.58%.

BWVCX returns trail the peer average of 0.15% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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