BSHAX Mutual Fund

NAV$9.15

Returns Overview

1 Month
+0.69%
3 Months
+1.66%
6 Months
+4.97%
YTD
+8.23%
1 Year
+7.97%
3 Years (annualized)
+7.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSHAX 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
PROUpgrade to run

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 Barclays US High Yield 2% Issuer Cap Index(^BBUHYIC)
This Mutual Fund (YTD)
+8.23%
Peer Avg (YTD)
+6.02%
vs Peers
+2.21%

BSHAX Mutual Fund Performance

BSHAX performance across multiple time periods: 1-month 0.69%, YTD 8.23%, 1-year 7.97%, 3-year 7.89%.

BSHAX returns outperform the peer average of 6.02% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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