BSHIX Mutual Fund

NAV$9.92

Returns Overview

1 Month
+0.45%
3 Months
+1.60%
6 Months
+1.35%
YTD
+1.35%
1 Year
+5.28%
3 Years (annualized)
+2.74%
5 Years (annualized)
+0.47%
10 Years (annualized)
+1.09%

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
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
ICE Bank of America Merrill Lynch 1-22 Year US Municipal Securities Index(^IBML22YMU)
This Mutual Fund (YTD)
+1.35%
Peer Avg (YTD)
+1.79%
vs Peers
-0.44%

BSHIX Mutual Fund Performance

BSHIX performance across multiple time periods: 1-month 0.45%, YTD 1.35%, 1-year 5.28%, 3-year 2.74%, 5-year 0.47%, 10-year 1.09%.

BSHIX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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