BDHIX Mutual Fund

BDHIX Mutual Fund

NAV$8.80
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Returns Overview

1 Month
-2.00%
3 Months
+0.34%
6 Months
+6.58%
YTD
+4.96%
1 Year
+7.31%
3 Years (annualized)
+12.18%
5 Years (annualized)
+4.88%
10 Years (annualized)
+6.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDHIX 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)
+4.96%
Peer Avg (YTD)
+4.96%
vs Peers
-0.01%

BDHIX Mutual Fund Performance

BDHIX performance across multiple time periods: 1-month -2.00%, YTD 4.96%, 1-year 7.31%, 3-year 12.18%, 5-year 4.88%, 10-year 6.71%.

BDHIX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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