BHCUX Mutual Fund

BHCUX Mutual Fund

NAV$24.89
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Returns Overview

1 Month
+6.48%
3 Months
+11.01%
6 Months
+24.87%
YTD
+15.24%
1 Year
+22.38%
3 Years (annualized)
+12.90%
5 Years (annualized)
+2.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BHCUX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+15.24%
Peer Avg (YTD)
+12.44%
vs Peers
+2.80%

BHCUX Mutual Fund Performance

BHCUX performance across multiple time periods: 1-month 6.48%, YTD 15.24%, 1-year 22.38%, 3-year 12.90%, 5-year 2.19%.

BHCUX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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