BHIMX Mutual Fund

NAV$9.73

Returns Overview

1 Month
-0.61%
3 Months
-1.32%
6 Months
-2.01%
YTD
-2.51%
1 Year
+6.31%
3 Years (annualized)
+10.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BHIMX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
ICE BofA US High Yield Constrained Index(ICEBOFAUHYCI)
This Mutual Fund (YTD)
-2.51%
Peer Avg (YTD)
+1.42%
vs Peers
-3.93%

BHIMX Mutual Fund Performance

BHIMX performance across multiple time periods: 1-month -0.61%, YTD -2.51%, 1-year 6.31%, 3-year 10.27%.

BHIMX returns trail the peer average of 1.42% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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