BHBFX Mutual Fund

BHBFX Mutual Fund

NAV$26.86
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Returns Overview

1 Month
-4.58%
3 Months
+0.53%
6 Months
+2.23%
YTD
+7.37%
1 Year
+7.89%
3 Years (annualized)
+8.88%
5 Years (annualized)
+5.09%
10 Years (annualized)
+9.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BHBFX 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
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+7.37%
Peer Avg (YTD)
+10.00%
vs Peers
-2.62%

BHBFX Mutual Fund Performance

BHBFX performance across multiple time periods: 1-month -4.58%, YTD 7.37%, 1-year 7.89%, 3-year 8.88%, 5-year 5.09%, 10-year 9.39%.

BHBFX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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