BSHIX Mutual Fund

BSHIX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
-1.47%
3 Months
-0.65%
6 Months
-0.81%
YTD
-0.08%
1 Year
+4.10%
3 Years (annualized)
+2.13%
5 Years (annualized)
+0.14%
10 Years (annualized)
+1.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSHIX 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
ICE Bank of America Merrill Lynch 1-22 Year US Municipal Securities Index(^IBML22YMU)
This Mutual Fund (YTD)
-0.08%
Peer Avg (YTD)
+0.23%
vs Peers
-0.31%

BSHIX Mutual Fund Performance

BSHIX performance across multiple time periods: 1-month -1.47%, YTD -0.08%, 1-year 4.10%, 3-year 2.13%, 5-year 0.14%, 10-year 1.16%.

BSHIX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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