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Becker Value Equity Institutional (BVEIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.67+0.09 (+0.46%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.78%
5-Year Average Return9.75%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)36.72%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return36.72%
Worst 3-Yr Total Return3.54%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBVEIXCategory
YTD6.30%17.52%
1-Month-1.42%-0.87%
3-Month5.32%5.51%
1-Year13.69%42.88%
3-Year6.51%11.93%
5-Year9.28%12.07%
10-Year8.00%10.95%
Last Bull Market19.07%23.18%
Last Bear Market-11.90%-17.87%

Annual Total Return (%) History

Year
BVEIXCategory
2024
N/AN/A
2023
9.59%N/A
2022
-7.37%N/A
2021
29.39%N/A
2020
4.10%2.91%
2019
23.21%25.04%
2018
-13.45%-8.53%
2017
15.23%15.94%
2016
18.79%14.81%
2015
-6.88%-4.05%
2014
11.45%10.21%
2013
36.72%31.21%
2012
15.95%14.57%
2011
N/A-0.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.84%N/AN/AN/A
20230.48%4.75%-3.97%8.42%
2022-1.10%-11.90%-6.57%13.78%
202110.91%7.32%0.66%7.99%
2020-23.81%12.29%4.38%16.57%
20199.92%3.63%0.57%7.55%
2018-2.05%1.10%3.51%-15.57%
20174.37%0.97%2.92%6.24%
20161.30%4.45%5.08%6.84%
20150.80%0.16%-11.08%3.74%
20142.35%3.95%0.46%4.28%
201311.07%3.67%7.33%10.63%
201211.21%-4.05%5.55%2.95%
201111.91%N/AN/AN/A

Rank In Category (By Total Return)

YTD18
1-Month2
3-Month21
1-Year54
3-Year42
5-Year48

Load Adjusted Returns

1-Year13.69%
3-Year6.51%
5-Year9.28%
10-Year8.00%