BDHIX Mutual Fund

BDHIX Mutual Fund

NAV$8.92
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Returns Overview

1 Month
+1.47%
3 Months
+2.28%
6 Months
+4.31%
YTD
+7.10%
1 Year
+11.01%
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)
+7.10%
Peer Avg (YTD)
+6.28%
vs Peers
+0.81%

BDHIX Mutual Fund Performance

BDHIX performance across multiple time periods: 1-month 1.47%, YTD 7.10%, 1-year 11.01%, 3-year 12.18%, 5-year 4.88%, 10-year 6.71%.

BDHIX returns outperform the peer average of 6.28% 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.