BHCFX Mutual Fund

NAV$21.71

Returns Overview

1 Month
+8.54%
3 Months
+11.95%
6 Months
+4.12%
YTD
+3.97%
1 Year
+23.95%
3 Years (annualized)
+5.42%
5 Years (annualized)
+1.32%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.97%
Peer Avg (YTD)
+7.57%
vs Peers
-3.60%

BHCFX Mutual Fund Performance

BHCFX performance across multiple time periods: 1-month 8.54%, YTD 3.97%, 1-year 23.95%, 3-year 5.42%, 5-year 1.32%.

BHCFX returns trail the peer average of 7.57% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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