BHCFX Mutual Fund

BHCFX Mutual Fund

NAV$22.17
See how much of BHCFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.40%
3 Months
+3.91%
6 Months
+16.32%
YTD
+8.03%
1 Year
+22.24%
3 Years (annualized)
+7.24%
5 Years (annualized)
+1.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BHCFX 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 500 Index(SPX)
This Mutual Fund (YTD)
+8.03%
Peer Avg (YTD)
+8.76%
vs Peers
-0.73%

BHCFX Mutual Fund Performance

BHCFX performance across multiple time periods: 1-month 0.40%, YTD 8.03%, 1-year 22.24%, 3-year 7.24%, 5-year 1.10%.

BHCFX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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