BHEIX Mutual Fund

BHEIX Mutual Fund

NAV$32.88
See how much of BHEIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.34%
3 Months
+7.96%
6 Months
+9.81%
YTD
+12.91%
1 Year
+23.53%
3 Years (annualized)
+13.27%
5 Years (annualized)
+10.08%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.91%
Peer Avg (YTD)
+8.69%
vs Peers
+4.22%

BHEIX Mutual Fund Performance

BHEIX performance across multiple time periods: 1-month 3.34%, YTD 12.91%, 1-year 23.53%, 3-year 13.27%, 5-year 10.08%, 10-year 10.26%.

BHEIX returns outperform the peer average of 8.69% 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.