BHCUX Mutual Fund

BHCUX Mutual Fund

NAV$22.69
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Returns Overview

1 Month
+3.81%
3 Months
+12.36%
6 Months
+9.46%
YTD
+7.76%
1 Year
+24.31%
3 Years (annualized)
+7.49%
5 Years (annualized)
+1.35%

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
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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)
+7.76%
Peer Avg (YTD)
+9.65%
vs Peers
-1.89%

BHCUX Mutual Fund Performance

BHCUX performance across multiple time periods: 1-month 3.81%, YTD 7.76%, 1-year 24.31%, 3-year 7.49%, 5-year 1.35%.

BHCUX returns trail the peer average of 9.65% 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.