BWVCX Mutual Fund

BWVCX Mutual Fund

NAV$9.39
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Returns Overview

1 Month
+2.87%
3 Months
-0.42%
6 Months
-1.28%
YTD
-0.95%
1 Year
-0.52%
3 Years (annualized)
+2.85%
5 Years (annualized)
-0.09%
10 Years (annualized)
+0.61%

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
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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)
-0.95%
Peer Avg (YTD)
-0.87%
vs Peers
-0.08%

BWVCX Mutual Fund Performance

BWVCX performance across multiple time periods: 1-month 2.87%, YTD -0.95%, 1-year -0.52%, 3-year 2.85%, 5-year -0.09%, 10-year 0.61%.

BWVCX returns trail the peer average of -0.87% 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.