MFBHX Mutual Fund

MFBHX Mutual Fund

NAV$11.74
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Returns Overview

1 Month
+0.55%
3 Months
-0.91%
6 Months
-1.68%
YTD
-0.15%
1 Year
+1.87%
3 Years (annualized)
+5.05%
5 Years (annualized)
-0.22%
10 Years (annualized)
+2.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFBHX 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
Bloomberg Barclays US Credit Index(LUCRTRUU)
This Mutual Fund (YTD)
-0.15%
Peer Avg (YTD)
+2.15%
vs Peers
-2.30%

MFBHX Mutual Fund Performance

MFBHX performance across multiple time periods: 1-month 0.55%, YTD -0.15%, 1-year 1.87%, 3-year 5.05%, 5-year -0.22%, 10-year 2.27%.

MFBHX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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