BBHLX Mutual Fund

NAV$22.96

Returns Overview

1 Month
+1.38%
3 Months
+14.22%
6 Months
+10.66%
YTD
+10.66%
1 Year
+16.03%
3 Years (annualized)
+15.57%
5 Years (annualized)
+4.54%
10 Years (annualized)
+8.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBHLX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Barclays Capital US 1-3 Year Treasury Bond Index(^LT01TRUU)
This Mutual Fund (YTD)
+10.66%
Peer Avg (YTD)
+8.97%
vs Peers
+1.69%

BBHLX Mutual Fund Performance

BBHLX performance across multiple time periods: 1-month 1.38%, YTD 10.66%, 1-year 16.03%, 3-year 15.57%, 5-year 4.54%, 10-year 8.92%.

BBHLX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

BBHLX performance comparison shows side-by-side returns with another fund. BBHLX alternatives are available in the Mutual Fund Screener.