Performance analysis of BV Financial (BVFL)
Annual Return
Over the past 3 years, BVFL has had an average annual return of +22.50%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, BVFL has had an average annual return of +11.02%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, BVFL has had an average annual return of +17.42%, outperforming the benchmark SPY, which returned +15.04% annual.
Since Jan 13, 2016, BVFL has had an average annual return of +15.88%, outperforming the benchmark SPY, which returned +15.85% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +15.38% | +5.34% | +21.44% | -13.17% | +24.38% | +18.23% | -1.45% | +18.96% | +59.14% | +43.56% | -6.55% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.40% | -2.30% | +2.46% | +2.30% | +0.26% | +7.89% | -1.18% | +15.38% | |||||
| 2025 | -11.50% | +2.95% | -2.74% | +0.59% | +1.63% | -2.37% | +2.69% | +7.29% | -3.93% | +1.11% | +12.52% | -1.09% | +5.34% |
| 2024 | -1.34% | -10.94% | -17.09% | +1.93% | +5.41% | +7.30% | +19.82% | +0.56% | +6.97% | +1.63% | +8.46% | +1.77% | +21.44% |
| 2023 | +20.84% | +14.86% | -32.28% | -8.51% | +2.32% | -18.18% | -0.11% | -17.15% | +3.60% | -1.19% | +21.48% | +17.19% | -13.17% |
| 2022 | +0.25% | +1.74% | -0.49% | +11.62% | -5.47% | -2.39% | +4.57% | -1.64% | +1.80% | -0.68% | +3.43% | +10.62% | +24.38% |
| 2021 | +1.47% | +4.35% | +1.39% | +1.37% | -2.70% | -5.55% | +8.82% | +13.51% | -4.76% | +1.85% | +0.54% | -1.86% | +18.23% |
| 2020 | -4.35% | -6.06% | -31.93% | +32.70% | -1.43% | +15.94% | -12.50% | +1.79% | +10.80% | +0.06% | +10.76% | -2.86% | -1.45% |
| 2019 | +2.96% | -1.21% | -1.69% | +5.17% | -8.20% | +5.36% | -3.32% | +1.69% | +13.79% | -2.30% | -3.72% | +11.15% | +18.96% |
| 2018 | -2.06% | +0% | -2.34% | -4.43% | +17.86% | +13.63% | -11.11% | +50.76% | -3.33% | -1.38% | +5.19% | -3.27% | +59.14% |
| 2017 | +1.54% | +1.54% | +4.55% | -1.45% | +12.50% | +3.13% | -2.15% | -2.85% | +2% | -0.65% | +24.87% | -3.16% | +43.56% |
Drawdown analysis of BV Financial (BVFL)
The maximum drawdown for the BVFL was -57.57%, occurring on Aug 24, 2023. This drawdown has not yet recovered.
The current BVFL drawdown is -8.45%.
Since Jan 13, 2016 BVFL has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 4 times
- 10% or more: 13 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -57.57% | Feb 15, 2023 | 131 | Aug 24, 2023 | Ongoing | Ongoing | Ongoing |
| -44.47% | Oct 25, 2019 | 105 | Mar 30, 2020 | 246 | Mar 22, 2021 | 351 |
| -26.80% | Nov 22, 2017 | 2 | Nov 27, 2017 | 123 | May 24, 2018 | 125 |
| -25.37% | Aug 23, 2018 | 4 | Aug 29, 2018 | 1 | Aug 30, 2018 | 5 |
| -17.73% | Jul 13, 2018 | 14 | Aug 2, 2018 | 13 | Aug 21, 2018 | 27 |
| -17.65% | Jul 6, 2017 | 27 | Aug 14, 2017 | 70 | Nov 22, 2017 | 97 |
| -17.25% | Mar 22, 2021 | 69 | Jun 29, 2021 | 42 | Aug 27, 2021 | 111 |
| -16.00% | Apr 11, 2022 | 46 | Jun 16, 2022 | 149 | Jan 20, 2023 | 195 |
| -14.44% | Mar 4, 2016 | 13 | Aug 5, 2016 | 88 | Apr 5, 2017 | 101 |
| -13.10% | Apr 5, 2017 | 6 | Apr 13, 2017 | 11 | May 1, 2017 | 17 |
| -12.70% | Apr 25, 2019 | 33 | Jun 17, 2019 | 68 | Sep 24, 2019 | 101 |
| -11.44% | May 25, 2018 | 5 | Jun 4, 2018 | 6 | Jun 12, 2018 | 11 |
| -10.67% | Aug 27, 2021 | 10 | Sep 13, 2021 | 143 | Apr 6, 2022 | 153 |
| -9.36% | Apr 16, 2019 | 5 | Apr 24, 2019 | 1 | Apr 25, 2019 | 6 |
| -8.79% | Nov 6, 2018 | 88 | Mar 26, 2019 | 15 | Apr 16, 2019 | 103 |
| -7.30% | Jul 2, 2018 | 5 | Jul 10, 2018 | 3 | Jul 13, 2018 | 8 |
| -6.06% | Sep 30, 2019 | 8 | Oct 10, 2019 | 9 | Oct 23, 2019 | 17 |
| -5.94% | Sep 24, 2019 | 2 | Sep 26, 2019 | 2 | Sep 30, 2019 | 4 |
| -5.57% | May 2, 2017 | 4 | May 8, 2017 | 36 | Jun 28, 2017 | 40 |
| -5.33% | Aug 30, 2018 | 39 | Oct 25, 2018 | 6 | Nov 2, 2018 | 45 |
| -4.38% | Jan 13, 2016 | 1 | Jan 14, 2016 | 7 | Mar 1, 2016 | 8 |
| -1.38% | Jun 28, 2017 | 2 | Jun 30, 2017 | 3 | Jul 6, 2017 | 5 |
| -1.35% | Jun 13, 2018 | 7 | Jun 22, 2018 | 5 | Jun 29, 2018 | 12 |