BDHCX Mutual Fund

BDHCX Mutual Fund

NAV$8.95
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Returns Overview

1 Month
+1.50%
3 Months
+2.14%
6 Months
+3.91%
YTD
+6.52%
1 Year
+10.05%
3 Years (annualized)
+11.14%
5 Years (annualized)
+3.85%
10 Years (annualized)
+6.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDHCX 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
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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)
+6.52%
Peer Avg (YTD)
+6.28%
vs Peers
+0.23%

BDHCX Mutual Fund Performance

BDHCX performance across multiple time periods: 1-month 1.50%, YTD 6.52%, 1-year 10.05%, 3-year 11.14%, 5-year 3.85%, 10-year 6.00%.

BDHCX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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