BJBHX Mutual Fund

NAV$7.65

Returns Overview

1 Month
+0.36%
3 Months
+2.96%
6 Months
+2.50%
YTD
+2.50%
1 Year
+5.61%
3 Years (annualized)
+8.31%
5 Years (annualized)
+3.35%
10 Years (annualized)
+4.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BJBHX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch Global High Yield Constrained Index(^IBMLGHYHC)
This Mutual Fund (YTD)
+2.50%
Peer Avg (YTD)
+0.99%
vs Peers
+1.51%

BJBHX Mutual Fund Performance

BJBHX performance across multiple time periods: 1-month 0.36%, YTD 2.50%, 1-year 5.61%, 3-year 8.31%, 5-year 3.35%, 10-year 4.62%.

BJBHX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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