BHCUX Mutual Fund

NAV$22.32

Returns Overview

1 Month
+8.48%
3 Months
+11.94%
6 Months
+4.19%
YTD
+4.05%
1 Year
+24.20%
3 Years (annualized)
+5.67%
5 Years (annualized)
+1.56%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.05%
Peer Avg (YTD)
+7.57%
vs Peers
-3.53%

BHCUX Mutual Fund Performance

BHCUX performance across multiple time periods: 1-month 8.48%, YTD 4.05%, 1-year 24.20%, 3-year 5.67%, 5-year 1.56%.

BHCUX returns trail the peer average of 7.57% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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