BHCFX Mutual Fund

BHCFX Mutual Fund

NAV$23.29
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Returns Overview

1 Month
-0.28%
3 Months
+12.45%
6 Months
+5.60%
YTD
+3.68%
1 Year
+24.67%
3 Years (annualized)
+5.24%
5 Years (annualized)
+0.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BHCFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.68%
Peer Avg (YTD)
+6.74%
vs Peers
-3.06%

BHCFX Mutual Fund Performance

BHCFX performance across multiple time periods: 1-month -0.28%, YTD 3.68%, 1-year 24.67%, 3-year 5.24%, 5-year 0.70%.

BHCFX returns trail the peer average of 6.74% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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