BHYIX Mutual Fund

NAV$7.12
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Returns Overview

1 Month
+0.12%
3 Months
+1.92%
6 Months
+1.43%
YTD
+1.43%
1 Year
+5.76%
3 Years (annualized)
+8.92%
5 Years (annualized)
+4.46%
10 Years (annualized)
+5.89%

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
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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

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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
Bloomberg US Corporate High Yield 2% Issuer Capped Bond Index
This Mutual Fund (YTD)
+1.43%
Peer Avg (YTD)
+3.23%
vs Peers
-1.80%

BHYIX Mutual Fund Performance

BHYIX performance across multiple time periods: 1-month 0.12%, YTD 1.43%, 1-year 5.76%, 3-year 8.92%, 5-year 4.46%, 10-year 5.89%.

BHYIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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