Nasdaq - Delayed Quote USD

Becker Value Equity Institutional (BVEIX)

19.20
+0.17
+(0.89%)
As of 8:05:09 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -3.95%
5y Average Return 13.09%
Number of Years Up 10
Number of Years Down 3
Best 1Y Total Return (Apr 17, 2025) 36.72%
Worst 1Y Total Return (Apr 17, 2025) --
Best 3Y Total Return 36.72%
Worst 3Y Total Return 3.54%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BVEIX
Category
YTD
1.60%
4.44%
1-Month
-1.74%
-4.04%
3-Month
1.60%
4.09%
1-Year
9.42%
14.37%
3-Year
6.59%
6.04%
5-Year
16.19%
9.20%
10-Year
8.08%
8.57%
Last Bull Market
14.54%
22.97%
Last Bear Market
-11.90%
-11.27%

Annual Total Return (%) History

Year
BVEIX
Category
2025
--
--
2024
16.14%
--
2023
9.59%
11.63%
2022
-7.37%
-5.90%
2021
29.39%
26.22%
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
--
-0.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.60% -- -- --
2024 7.84% 0.91% 7.35% -0.59%
2023 0.48% 4.75% -3.97% 8.42%
2022 -1.10% -11.90% -6.57% 13.78%
2021 10.91% 7.32% 0.66% 7.99%
2020 -23.81% 12.29% 4.38% 16.57%
2019 9.92% 3.63% 0.57% 7.55%
2018 -2.05% 1.10% 3.51% -15.57%
2017 4.37% 0.97% 2.92% 6.24%
2016 1.30% 4.45% 5.08% 6.84%

2015 0.80% 0.16% -11.08% 3.74%
2014 2.35% 3.95% 0.46% 4.28%
2013 11.07% 3.67% 7.33% 10.63%
2012 11.21% -4.05% 5.55% 2.95%
2011 11.91% -- -- --

Rank in Category (By Total Return)

YTD 49
1-Month 19
3-Month 49
1-Year 20
3-Year 59
5-Year 58

Load Adjusted Returns

1-Year 9.42%
3-Year 6.59%
5-Year 16.19%
10-Year 8.08%

Performance & Risk

YTD Return -3.95%
5y Average Return 13.09%
Rank in Category (ytd) 49
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Becker
Net Assets 94.56M
YTD Return 1.60%
Yield 1.22%
Morningstar Rating
Inception Date Sep 02, 2011

Fund Summary

The fund employs a value strategy and invests primarily in common and preferred stocks whose market prices do not reflect their true values, as determined by the Advisor. The Advisor utilizes a bottom-up approach to stock selection, focusing on company fundamentals. The Advisor typically invests in companies with sound fundamentals that the Advisor believes are selling at discounted valuations and have low price-to-earnings ("P/E") ratios.

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