BHCUX Mutual Fund

BHCUX Mutual Fund

NAV$23.54
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Returns Overview

1 Month
-0.23%
3 Months
+12.49%
6 Months
+5.70%
YTD
+3.81%
1 Year
+24.97%
3 Years (annualized)
+5.49%
5 Years (annualized)
+0.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BHCUX 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)
+3.81%
Peer Avg (YTD)
+6.74%
vs Peers
-2.93%

BHCUX Mutual Fund Performance

BHCUX performance across multiple time periods: 1-month -0.23%, YTD 3.81%, 1-year 24.97%, 3-year 5.49%, 5-year 0.94%.

BHCUX 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.

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