BHCFX Mutual Fund

BHCFX Mutual Fund

NAV$24.61
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Returns Overview

1 Month
+6.46%
3 Months
+10.93%
6 Months
+24.74%
YTD
+15.02%
1 Year
+22.08%
3 Years (annualized)
+12.62%
5 Years (annualized)
+1.94%

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
PROUpgrade to run
🏦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)
+15.02%
Peer Avg (YTD)
+12.41%
vs Peers
+2.61%

BHCFX Mutual Fund Performance

BHCFX performance across multiple time periods: 1-month 6.46%, YTD 15.02%, 1-year 22.08%, 3-year 12.62%, 5-year 1.94%.

BHCFX returns outperform the peer average of 12.41% 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.