BHYAX Mutual Fund

BHYAX Mutual Fund

NAV$7.11
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Returns Overview

1 Month
-0.18%
3 Months
+0.44%
6 Months
+0.72%
YTD
+1.11%
1 Year
+4.67%
3 Years (annualized)
+8.00%
5 Years (annualized)
+3.86%
10 Years (annualized)
+5.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BHYAX 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

Benchmark
Bloomberg US Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
+1.11%
Peer Avg (YTD)
+0.12%
vs Peers
+0.99%

BHYAX Mutual Fund Performance

BHYAX performance across multiple time periods: 1-month -0.18%, YTD 1.11%, 1-year 4.67%, 3-year 8.00%, 5-year 3.86%, 10-year 5.26%.

BHYAX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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