BHBFX Mutual Fund

BHBFX Mutual Fund

NAV$27.54
See how much of BHBFX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.12%
3 Months
+3.00%
6 Months
+5.53%
YTD
+11.21%
1 Year
+15.80%
3 Years (annualized)
+8.90%
5 Years (annualized)
+5.26%
10 Years (annualized)
+9.28%

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
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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+11.21%
Peer Avg (YTD)
+11.41%
vs Peers
-0.20%

BHBFX Mutual Fund Performance

BHBFX performance across multiple time periods: 1-month 4.12%, YTD 11.21%, 1-year 15.80%, 3-year 8.90%, 5-year 5.26%, 10-year 9.28%.

BHBFX returns trail the peer average of 11.41% 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.