BBHSX Mutual Fund

BBHSX Mutual Fund

NAV$7.48
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Returns Overview

1 Month
-6.65%
3 Months
-1.59%
6 Months
-1.33%
YTD
-3.00%
1 Year
-5.58%
3 Years (annualized)
-8.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBHSX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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
Russell 2000 Value Total Return(^RUJTR)
This Mutual Fund (YTD)
-3.00%
Peer Avg (YTD)
+16.66%
vs Peers
-19.66%

BBHSX Mutual Fund Performance

BBHSX performance across multiple time periods: 1-month -6.65%, YTD -3.00%, 1-year -5.58%, 3-year -8.82%.

BBHSX returns trail the peer average of 16.66% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

BBHSX vs another fund shows side-by-side returns. BBHSX alternatives are available in the Mutual Fund Screener.