BGHSX Mutual Fund

BGHSX Mutual Fund

NAV$9.82
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Returns Overview

1 Month
-0.25%
3 Months
+0.19%
6 Months
+0.83%
YTD
+0.78%
1 Year
+3.61%
3 Years (annualized)
+7.64%
5 Years (annualized)
+4.27%
10 Years (annualized)
+7.05%

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
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
ICE BofA US High Yield Index(^ICEBAUSHYI)
This Mutual Fund (YTD)
+0.78%
Peer Avg (YTD)
+0.12%
vs Peers
+0.66%

BGHSX Mutual Fund Performance

BGHSX performance across multiple time periods: 1-month -0.25%, YTD 0.78%, 1-year 3.61%, 3-year 7.64%, 5-year 4.27%, 10-year 7.05%.

BGHSX returns outperform the peer average of 0.12% 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.