BDHCX Mutual Fund

BDHCX Mutual Fund

NAV$9.15
See how much of BDHCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.81%
3 Months
+2.06%
6 Months
+3.37%
YTD
+4.94%
1 Year
+10.57%
3 Years (annualized)
+10.00%
5 Years (annualized)
+3.90%
10 Years (annualized)
+5.92%

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
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
MSCI World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+4.94%
Peer Avg (YTD)
+5.54%
vs Peers
-0.60%

BDHCX Mutual Fund Performance

BDHCX performance across multiple time periods: 1-month 0.81%, YTD 4.94%, 1-year 10.57%, 3-year 10.00%, 5-year 3.90%, 10-year 5.92%.

BDHCX returns trail the peer average of 5.54% 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.