BCHYX Mutual Fund

BCHYX Mutual Fund

NAV$8.91
See how much of BCHYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.31%
3 Months
-1.07%
6 Months
-1.20%
YTD
+0.80%
1 Year
+6.10%
3 Years (annualized)
+4.02%
5 Years (annualized)
+0.14%
10 Years (annualized)
+1.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCHYX 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

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)
+0.80%
Peer Avg (YTD)
+0.17%
vs Peers
+0.63%

BCHYX Mutual Fund Performance

BCHYX performance across multiple time periods: 1-month -0.31%, YTD 0.80%, 1-year 6.10%, 3-year 4.02%, 5-year 0.14%, 10-year 1.99%.

BCHYX returns outperform the peer average of 0.17% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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