BHILX Mutual Fund

NAV$9.79

Returns Overview

1 Month
-0.06%
3 Months
+1.46%
6 Months
+0.99%
YTD
+0.69%
1 Year
+4.46%

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
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

This Mutual Fund (YTD)
+0.69%
Peer Avg (YTD)
+1.80%
vs Peers
-1.12%

BHILX Mutual Fund Performance

BHILX performance across multiple time periods: 1-month -0.06%, YTD 0.69%, 1-year 4.46%.

BHILX returns trail the peer average of 1.80% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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