BCHIX Mutual Fund

BCHIX Mutual Fund

NAV$8.91
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Returns Overview

1 Month
-0.29%
3 Months
-1.12%
6 Months
-1.20%
YTD
+0.83%
1 Year
+6.20%
3 Years (annualized)
+4.22%
5 Years (annualized)
+0.34%
10 Years (annualized)
+2.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCHIX 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 Municipal Bond California 50% Investment Grade/50% High Yield Index
This Mutual Fund (YTD)
+0.83%
Peer Avg (YTD)
+0.17%
vs Peers
+0.65%

BCHIX Mutual Fund Performance

BCHIX performance across multiple time periods: 1-month -0.29%, YTD 0.83%, 1-year 6.20%, 3-year 4.22%, 5-year 0.34%, 10-year 2.22%.

BCHIX returns outperform the peer average of 0.17% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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