BHYRX Mutual Fund

BHYRX Mutual Fund

NAV$6.92
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Returns Overview

1 Month
+0.94%
3 Months
+0.81%
6 Months
+1.52%
YTD
+1.94%
1 Year
+4.30%
3 Years (annualized)
+8.01%
5 Years (annualized)
+3.78%
10 Years (annualized)
+4.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BHYRX 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)
+1.94%
Peer Avg (YTD)
+2.15%
vs Peers
-0.21%

BHYRX Mutual Fund Performance

BHYRX performance across multiple time periods: 1-month 0.94%, YTD 1.94%, 1-year 4.30%, 3-year 8.01%, 5-year 3.78%, 10-year 4.92%.

BHYRX returns trail the peer average of 2.15% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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