Singapore markets open in 1 hour 58 minutes

Becker Value Equity Retail (BVEFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
19.28+0.01 (+0.05%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.29%
5-year average return9.18%
Number of years up15
Number of years down5
Best 1-yr total return (29 Apr 2024)36.40%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return36.40%
Worst 3-yr total return3.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBVEFXCategory
YTD7.78%17.52%
1-month4.32%-0.87%
3-month7.78%5.51%
1-year17.41%42.88%
3-year8.37%11.93%
5-year10.44%12.07%
10-year7.98%10.95%
Last bull market47.10%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)

YTD68
1-month77
3-month68
1-year74
3-year61
5-year61

Load adjusted returns

1-year17.41%
3-year8.37%
5-year10.44%
10-year7.98%