BHEIX Mutual Fund

BHEIX Mutual Fund

NAV$31.84
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Returns Overview

1 Month
+0.81%
3 Months
+6.79%
6 Months
+9.96%
YTD
+13.88%
1 Year
+20.35%
3 Years (annualized)
+14.83%
5 Years (annualized)
+10.01%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BHEIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.88%
Peer Avg (YTD)
+11.40%
vs Peers
+2.48%

BHEIX Mutual Fund Performance

BHEIX performance across multiple time periods: 1-month 0.81%, YTD 13.88%, 1-year 20.35%, 3-year 14.83%, 5-year 10.01%, 10-year 10.26%.

BHEIX returns outperform the peer average of 11.40% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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