BHV ETF

BHV ETF
$12.14
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Returns Overview

1 Month
+5.87%
3 Months
-4.34%
6 Months
-6.14%
YTD
-4.81%
1 Year
-5.08%
3 Years (annualized)
+4.02%
5 Years (annualized)
-3.34%
10 Years (annualized)
+1.69%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BHV have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
-4.81%
Peer Avg (YTD)
-0.87%
vs Peers
-3.94%

BHV ETF Performance

BHV performance across multiple time periods: 1-month 5.87%, YTD -4.81%, 1-year -5.08%, 3-year 4.02%, 5-year -3.34%, 10-year 1.69%.

BHV returns trail the peer average of -0.87% YTD. With an expense ratio of 2.60%, investors should weigh costs against performance when evaluating this ETF.

BHV vs another fund shows side-by-side returns. BHV alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal Return
1 Month+5.87%
3 Months-4.34%
6 Months-6.14%
1 Year-5.08%
3 Years+4.02%
5 Years-3.34%

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized. Return figures last updated Nov 8, 2026.