BDHKX Mutual Fund

NAV$9.21

Returns Overview

1 Month
-0.21%
3 Months
+6.23%
6 Months
+4.74%
YTD
+4.51%
1 Year
+11.13%
3 Years (annualized)
+11.66%
5 Years (annualized)
+4.68%
10 Years (annualized)
+6.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDHKX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+4.51%
Peer Avg (YTD)
+5.87%
vs Peers
-1.35%

BDHKX Mutual Fund Performance

BDHKX performance across multiple time periods: 1-month -0.21%, YTD 4.51%, 1-year 11.13%, 3-year 11.66%, 5-year 4.68%, 10-year 6.54%.

BDHKX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

BDHKX performance comparison shows side-by-side returns with another fund. BDHKX alternatives are available in the Mutual Fund Screener.