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(BHEIX)

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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.03%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Jun 25, 2024)23.07%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return23.07%
Worst 3-Yr Total Return10.04%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBHEIXCategory
YTD7.03%11.36%
1-Month2.95%1.08%
3-Month4.74%5.12%
1-Year18.52%28.59%
3-Year6.27%9.08%
5-Year10.35%8.21%
10-Year8.22%7.85%
Last Bull Market18.11%22.28%
Last Bear Market-8.98%-18.84%

Annual Total Return (%) History

Year
BHEIXCategory
2024
N/AN/A
2023
10.05%N/A
2022
-1.61%N/A
2021
23.07%N/A
2020
N/A4.24%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.13%N/AN/AN/A
20231.46%3.76%-3.99%8.88%
20223.22%-8.98%-7.30%12.98%
202111.51%4.65%-0.11%5.58%
20201.69%16.60%N/AN/A

Rank In Category (By Total Return)

YTD46
1-Month53
3-Month17
1-Year33
3-Year43
5-Year23

Load Adjusted Returns

1-Year18.52%
3-Year6.27%
5-Year10.35%
10-Year8.22%