BHCHX Mutual Fund

BHCHX Mutual Fund

NAV$22.99
See how much of BHCHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.23%
3 Months
+12.48%
6 Months
+5.70%
YTD
+3.81%
1 Year
+25.03%
3 Years (annualized)
+5.49%
5 Years (annualized)
+0.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BHCHX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.81%
Peer Avg (YTD)
+6.74%
vs Peers
-2.93%

BHCHX Mutual Fund Performance

BHCHX performance across multiple time periods: 1-month -0.23%, YTD 3.81%, 1-year 25.03%, 3-year 5.49%, 5-year 0.95%.

BHCHX returns trail the peer average of 6.74% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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