BDHAX Mutual Fund

BDHAX Mutual Fund

NAV$9.16
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Returns Overview

1 Month
+0.99%
3 Months
+2.36%
6 Months
+3.86%
YTD
+5.39%
1 Year
+11.50%
3 Years (annualized)
+10.84%
5 Years (annualized)
+4.66%
10 Years (annualized)
+6.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDHAX 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
MSCI World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+5.39%
Peer Avg (YTD)
+5.54%
vs Peers
-0.15%

BDHAX Mutual Fund Performance

BDHAX performance across multiple time periods: 1-month 0.99%, YTD 5.39%, 1-year 11.50%, 3-year 10.84%, 5-year 4.66%, 10-year 6.33%.

BDHAX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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