BDHAX Mutual Fund

BDHAX Mutual Fund

NAV$8.93
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Returns Overview

1 Month
-2.12%
3 Months
+0.28%
6 Months
+6.44%
YTD
+4.65%
1 Year
+7.04%
3 Years (annualized)
+11.94%
5 Years (annualized)
+4.62%
10 Years (annualized)
+6.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BDHAX 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
MSCI World High Dividend Yield Index(M7WOEDY)
This Mutual Fund (YTD)
+4.65%
Peer Avg (YTD)
+4.96%
vs Peers
-0.32%

BDHAX Mutual Fund Performance

BDHAX performance across multiple time periods: 1-month -2.12%, YTD 4.65%, 1-year 7.04%, 3-year 11.94%, 5-year 4.62%, 10-year 6.40%.

BDHAX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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