BHBFX Mutual Fund

NAV$27.08

Returns Overview

1 Month
+3.68%
3 Months
+4.39%
6 Months
+6.45%
YTD
+10.40%
1 Year
+11.55%
3 Years (annualized)
+7.67%
5 Years (annualized)
+4.84%
10 Years (annualized)
+9.11%

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Lipper Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+10.40%
Peer Avg (YTD)
+9.49%
vs Peers
+0.91%

BHBFX Mutual Fund Performance

BHBFX performance across multiple time periods: 1-month 3.68%, YTD 10.40%, 1-year 11.55%, 3-year 7.67%, 5-year 4.84%, 10-year 9.11%.

BHBFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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