BJBHX Mutual Fund

BJBHX Mutual Fund

NAV$7.40
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Returns Overview

1 Month
+0.94%
3 Months
+0.50%
6 Months
+1.37%
YTD
+2.64%
1 Year
+3.85%
3 Years (annualized)
+7.81%
5 Years (annualized)
+3.24%
10 Years (annualized)
+4.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BJBHX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch Global High Yield Constrained Index(^IBMLGHYHC)
This Mutual Fund (YTD)
+2.64%
Peer Avg (YTD)
+0.20%
vs Peers
+2.44%

BJBHX Mutual Fund Performance

BJBHX performance across multiple time periods: 1-month 0.94%, YTD 2.64%, 1-year 3.85%, 3-year 7.81%, 5-year 3.24%, 10-year 4.27%.

BJBHX returns outperform the peer average of 0.20% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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