B&H

The chart shows the growth of an initial investment of $10,000 in B&H, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly

As of Jul 25, 2024, the B&H returned 30.43% Year-To-Date and 34.67% of annualized return in the last 10 years.

The table below presents the monthly returns of B&H, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.

B&H has an expense ratio of 0.00%, indicating no management fees are charged. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.

The current risk-adjusted rank of B&H is 93, placing it in the top 7% of portfolios on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

B&H granted a 0.50% dividend yield in the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way.

The table below displays the maximum drawdowns of the B&H. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the B&H was 29.71%, occurring on Mar 23, 2020. Recovery took 41 trading sessions.

The current B&H drawdown is 6.99%.

The current B&H volatility is 5.83%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.