BCHYX Mutual Fund

BCHYX Mutual Fund

NAV$9.02
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Returns Overview

1 Month
-4.93%
3 Months
-6.93%
6 Months
-4.12%
YTD
-4.17%
1 Year
-2.73%
3 Years (annualized)
+4.02%
5 Years (annualized)
+0.14%
10 Years (annualized)
+1.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCHYX 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

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)
-4.17%
Peer Avg (YTD)
-3.88%
vs Peers
-0.29%

BCHYX Mutual Fund Performance

BCHYX performance across multiple time periods: 1-month -4.93%, YTD -4.17%, 1-year -2.73%, 3-year 4.02%, 5-year 0.14%, 10-year 1.99%.

BCHYX returns trail the peer average of -3.88% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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