BCHIX Mutual Fund

BCHIX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
-4.81%
3 Months
-6.88%
6 Months
-3.92%
YTD
-4.03%
1 Year
-2.45%
3 Years (annualized)
+4.22%
5 Years (annualized)
+0.34%
10 Years (annualized)
+2.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCHIX 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
S&P Municipal Bond California 50% Investment Grade/50% High Yield Index
This Mutual Fund (YTD)
-4.03%
Peer Avg (YTD)
-3.88%
vs Peers
-0.15%

BCHIX Mutual Fund Performance

BCHIX performance across multiple time periods: 1-month -4.81%, YTD -4.03%, 1-year -2.45%, 3-year 4.22%, 5-year 0.34%, 10-year 2.22%.

BCHIX returns trail the peer average of -3.88% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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