BHIAX Mutual Fund

BHIAX Mutual Fund

NAV$9.94
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Returns Overview

1 Month
+0.44%
3 Months
+1.54%
6 Months
+1.23%
YTD
+1.13%
1 Year
+5.02%
3 Years (annualized)
+2.49%
5 Years (annualized)
+0.29%
10 Years (annualized)
+0.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BHIAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-22 Year US Municipal Securities Index(^IBML22YMU)
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+1.79%
vs Peers
-0.66%

BHIAX Mutual Fund Performance

BHIAX performance across multiple time periods: 1-month 0.44%, YTD 1.13%, 1-year 5.02%, 3-year 2.49%, 5-year 0.29%, 10-year 0.89%.

BHIAX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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