BHIIX Mutual Fund

BHIIX Mutual Fund

NAV$9.63
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Returns Overview

1 Month
-1.19%
3 Months
+0.14%
6 Months
+2.68%
YTD
+2.73%
1 Year
+4.08%
3 Years (annualized)
+9.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BHIIX 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 BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
+2.73%
Peer Avg (YTD)
-0.77%
vs Peers
+3.50%

BHIIX Mutual Fund Performance

BHIIX performance across multiple time periods: 1-month -1.19%, YTD 2.73%, 1-year 4.08%, 3-year 9.16%.

BHIIX returns outperform the peer average of -0.77% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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