BERAX Mutual Fund

BERAX Mutual Fund

NAV$17.34
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Returns Overview

1 Month
-7.42%
3 Months
-8.21%
6 Months
+2.01%
YTD
+2.14%
1 Year
+8.91%
3 Years (annualized)
+11.61%
5 Years (annualized)
+7.60%
10 Years (annualized)
+8.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BERAX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+2.14%
Peer Avg (YTD)
+6.72%
vs Peers
-4.59%

BERAX Mutual Fund Performance

BERAX performance across multiple time periods: 1-month -7.42%, YTD 2.14%, 1-year 8.91%, 3-year 11.61%, 5-year 7.60%, 10-year 8.19%.

BERAX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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