BGHIX Mutual Fund

BGHIX Mutual Fund

NAV$9.84
See how much of BGHIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.16%
3 Months
+0.26%
6 Months
+0.77%
YTD
+0.70%
1 Year
+3.58%
3 Years (annualized)
+7.51%
5 Years (annualized)
+4.16%
10 Years (annualized)
+6.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGHIX 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
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
+0.70%
Peer Avg (YTD)
+0.12%
vs Peers
+0.58%

BGHIX Mutual Fund Performance

BGHIX performance across multiple time periods: 1-month -0.16%, YTD 0.70%, 1-year 3.58%, 3-year 7.51%, 5-year 4.16%, 10-year 6.93%.

BGHIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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