BHIAX Mutual Fund

BHIAX Mutual Fund

NAV$9.51
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Returns Overview

1 Month
-4.16%
3 Months
-5.59%
6 Months
-4.08%
YTD
-4.46%
1 Year
-3.04%
3 Years (annualized)
+2.73%
5 Years (annualized)
-0.06%
10 Years (annualized)
+0.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BHIAX 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
ICE Bank of America Merrill Lynch 1-22 Year US Municipal Securities Index(^IBML22YMU)
This Mutual Fund (YTD)
-4.46%
Peer Avg (YTD)
-3.84%
vs Peers
-0.62%

BHIAX Mutual Fund Performance

BHIAX performance across multiple time periods: 1-month -4.16%, YTD -4.46%, 1-year -3.04%, 3-year 2.73%, 5-year -0.06%, 10-year 0.73%.

BHIAX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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