BGHSX Mutual Fund

BGHSX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
+0.77%
3 Months
+0.84%
6 Months
+1.93%
YTD
+1.56%
1 Year
+3.08%
3 Years (annualized)
+7.69%
5 Years (annualized)
+4.37%
10 Years (annualized)
+3.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGHSX 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
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📉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
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
+1.56%
Peer Avg (YTD)
+2.15%
vs Peers
-0.59%

BGHSX Mutual Fund Performance

BGHSX performance across multiple time periods: 1-month 0.77%, YTD 1.56%, 1-year 3.08%, 3-year 7.69%, 5-year 4.37%, 10-year 3.50%.

BGHSX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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