BHEIX Mutual Fund

NAV$32.96

Returns Overview

1 Month
+2.46%
3 Months
+12.45%
6 Months
+9.88%
YTD
+9.26%
1 Year
+20.08%
3 Years (annualized)
+12.94%
5 Years (annualized)
+9.42%

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
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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+9.26%
Peer Avg (YTD)
+8.36%
vs Peers
+0.91%

BHEIX Mutual Fund Performance

BHEIX performance across multiple time periods: 1-month 2.46%, YTD 9.26%, 1-year 20.08%, 3-year 12.94%, 5-year 9.42%.

BHEIX returns outperform the peer average of 8.36% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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