BHYAX Mutual Fund

BHYAX Mutual Fund

NAV$7.11
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.09%
3 Months
+1.87%
6 Months
+1.29%
YTD
+1.29%
1 Year
+5.44%
3 Years (annualized)
+8.59%
5 Years (annualized)
+3.93%
10 Years (annualized)
+5.54%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+1.29%
Peer Avg (YTD)
+3.23%
vs Peers
-1.93%

BHYAX Mutual Fund Performance

BHYAX performance across multiple time periods: 1-month 0.09%, YTD 1.29%, 1-year 5.44%, 3-year 8.59%, 5-year 3.93%, 10-year 5.54%.

BHYAX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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