BHBFX Mutual Fund

BHBFX Mutual Fund

NAV$28.42
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Returns Overview

1 Month
+8.92%
3 Months
+5.16%
6 Months
+8.31%
YTD
+16.95%
1 Year
+20.32%
3 Years (annualized)
+14.82%
5 Years (annualized)
+6.66%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BHBFX 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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+16.95%
Peer Avg (YTD)
+12.44%
vs Peers
+4.51%

BHBFX Mutual Fund Performance

BHBFX performance across multiple time periods: 1-month 8.92%, YTD 16.95%, 1-year 20.32%, 3-year 14.82%, 5-year 6.66%, 10-year 10.56%.

BHBFX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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