BJBHX Mutual Fund

BJBHX Mutual Fund

NAV$7.69
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Returns Overview

1 Month
-0.79%
3 Months
-0.13%
6 Months
+0.66%
YTD
+1.69%
1 Year
+4.20%
3 Years (annualized)
+7.50%
5 Years (annualized)
+3.22%
10 Years (annualized)
+4.33%

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)
+1.69%
Peer Avg (YTD)
+0.25%
vs Peers
+1.44%

BJBHX Mutual Fund Performance

BJBHX performance across multiple time periods: 1-month -0.79%, YTD 1.69%, 1-year 4.20%, 3-year 7.50%, 5-year 3.22%, 10-year 4.33%.

BJBHX returns outperform the peer average of 0.25% 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.