BARIX Mutual Fund

BARIX Mutual Fund

NAV$102.65
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Returns Overview

1 Month
-4.19%
3 Months
-6.22%
6 Months
+11.57%
YTD
+3.38%
1 Year
+10.97%
3 Years (annualized)
+11.08%
5 Years (annualized)
+2.25%
10 Years (annualized)
+10.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BARIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.38%
Peer Avg (YTD)
+6.72%
vs Peers
-3.34%

BARIX Mutual Fund Performance

BARIX performance across multiple time periods: 1-month -4.19%, YTD 3.38%, 1-year 10.97%, 3-year 11.08%, 5-year 2.25%, 10-year 10.76%.

BARIX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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