BHSRX Mutual Fund

NAV$59.35

Returns Overview

1 Month
+7.16%
3 Months
+9.37%
6 Months
+4.24%
YTD
+4.11%
1 Year
+22.06%
3 Years (annualized)
+8.18%
5 Years (annualized)
+4.59%
10 Years (annualized)
+9.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BHSRX 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 3000 Health Care Index(^RUAHC)
This Mutual Fund (YTD)
+4.11%
Peer Avg (YTD)
+7.57%
vs Peers
-3.47%

BHSRX Mutual Fund Performance

BHSRX performance across multiple time periods: 1-month 7.16%, YTD 4.11%, 1-year 22.06%, 3-year 8.18%, 5-year 4.59%, 10-year 9.99%.

BHSRX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.44%, investors should weigh costs against performance when evaluating this mutual fund.

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