BHILX Mutual Fund

BHILX Mutual Fund

NAV$9.46
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Returns Overview

1 Month
+1.07%
3 Months
-2.10%
6 Months
-2.29%
YTD
-1.70%
1 Year
-0.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BHILX 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

This Mutual Fund (YTD)
-1.70%
Peer Avg (YTD)
+0.41%
vs Peers
-2.11%

BHILX Mutual Fund Performance

BHILX performance across multiple time periods: 1-month 1.07%, YTD -1.70%, 1-year -0.94%.

BHILX returns trail the peer average of 0.41% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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