BSHKX Mutual Fund

NAV$9.15
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Returns Overview

1 Month
+0.72%
3 Months
+1.73%
6 Months
+5.13%
YTD
+8.50%
1 Year
+8.27%
3 Years (annualized)
+8.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BSHKX 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

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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)
+8.50%
Peer Avg (YTD)
+6.02%
vs Peers
+2.48%

BSHKX Mutual Fund Performance

BSHKX performance across multiple time periods: 1-month 0.72%, YTD 8.50%, 1-year 8.27%, 3-year 8.66%.

BSHKX returns outperform the peer average of 6.02% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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