BAREX Mutual Fund

BAREX Mutual Fund

NAV$15.90
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Returns Overview

1 Month
-5.71%
3 Months
-6.53%
6 Months
+3.30%
YTD
+6.77%
1 Year
+5.35%
3 Years (annualized)
+10.02%
5 Years (annualized)
+1.87%
10 Years (annualized)
+5.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAREX 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
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🏦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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+6.77%
Peer Avg (YTD)
+4.73%
vs Peers
+2.03%

BAREX Mutual Fund Performance

BAREX performance across multiple time periods: 1-month -5.71%, YTD 6.77%, 1-year 5.35%, 3-year 10.02%, 5-year 1.87%, 10-year 5.60%.

BAREX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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