BHYIX Mutual Fund

BHYIX Mutual Fund

NAV$6.91
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Returns Overview

1 Month
+0.99%
3 Months
+0.95%
6 Months
+1.62%
YTD
+2.27%
1 Year
+4.69%
3 Years (annualized)
+8.64%
5 Years (annualized)
+4.47%
10 Years (annualized)
+5.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BHYIX 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)
+2.27%
Peer Avg (YTD)
+2.15%
vs Peers
+0.12%

BHYIX Mutual Fund Performance

BHYIX performance across multiple time periods: 1-month 0.99%, YTD 2.27%, 1-year 4.69%, 3-year 8.64%, 5-year 4.47%, 10-year 5.50%.

BHYIX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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