BHYAX Mutual Fund

BHYAX Mutual Fund

NAV$6.92
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Returns Overview

1 Month
+0.96%
3 Months
+0.86%
6 Months
+1.62%
YTD
+2.08%
1 Year
+4.52%
3 Years (annualized)
+8.31%
5 Years (annualized)
+3.96%
10 Years (annualized)
+5.15%

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
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📉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)
+2.08%
Peer Avg (YTD)
+2.15%
vs Peers
-0.08%

BHYAX Mutual Fund Performance

BHYAX performance across multiple time periods: 1-month 0.96%, YTD 2.08%, 1-year 4.52%, 3-year 8.31%, 5-year 3.96%, 10-year 5.15%.

BHYAX returns trail the peer average of 2.15% 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.