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Becker Value Equity Retail (BVEFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.54+0.10 (+0.51%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.78%
5-Year Average Return9.64%
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (May 2, 2024)36.40%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return36.40%
Worst 3-Yr Total Return3.44%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBVEFXCategory
YTD6.29%17.52%
1-Month-1.38%-0.87%
3-Month5.30%5.51%
1-Year13.53%42.88%
3-Year6.41%11.93%
5-Year9.18%12.07%
10-Year7.87%10.95%
Last Bull Market19.00%23.18%
Last Bear Market-11.94%-17.87%

Annual Total Return (%) History

Year
BVEFXCategory
2024
N/AN/A
2023
9.46%N/A
2022
-7.45%N/A
2021
29.24%N/A
2020
4.05%2.91%
2019
23.05%25.04%
2018
-13.56%-8.53%
2017
15.14%15.94%
2016
18.60%14.81%
2015
-7.03%-4.05%
2014
11.20%10.21%
2013
36.40%31.21%
2012
15.66%14.57%
2011
-0.65%-0.75%
2010
12.17%13.66%
2009
26.92%24.13%
2008
-30.53%-37.09%
2007
2.65%1.42%
2006
15.78%18.15%
2005
9.24%5.95%
2004
14.67%12.97%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.78%N/AN/AN/A
20230.48%4.72%-4.04%8.41%
2022-1.10%-11.94%-6.59%13.77%
202110.89%7.29%0.62%7.96%
2020-23.78%12.25%4.33%16.56%
20199.95%3.58%0.51%7.50%
2018-2.05%1.10%3.42%-15.59%
20174.33%0.97%2.88%6.25%
20161.24%4.47%4.98%6.82%
20150.74%0.05%-11.13%3.79%
20142.30%3.85%0.41%4.25%
201311.00%3.61%7.28%10.56%
201211.13%-4.05%5.40%2.91%
20115.73%-0.44%-15.66%11.91%
20104.38%-11.18%10.19%9.82%
2009-11.53%17.05%16.96%4.79%
2008-5.17%-0.08%-6.16%-21.87%
20070.77%6.90%-2.67%-2.10%
20063.91%-0.68%4.47%7.39%
2005-0.98%3.13%2.00%4.87%
20042.51%4.81%-3.55%10.66%

Rank In Category (By Total Return)

YTD18
1-Month1
3-Month21
1-Year55
3-Year43
5-Year50

Load Adjusted Returns

1-Year13.53%
3-Year6.41%
5-Year9.18%
10-Year7.87%