BERCX Mutual Fund

BERCX Mutual Fund

NAV$17.24
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Returns Overview

1 Month
-7.41%
3 Months
-8.15%
6 Months
+2.13%
YTD
+2.38%
1 Year
+9.21%
3 Years (annualized)
+12.45%
5 Years (annualized)
+6.86%
10 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BERCX 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)
+2.38%
Peer Avg (YTD)
+6.73%
vs Peers
-4.35%

BERCX Mutual Fund Performance

BERCX performance across multiple time periods: 1-month -7.41%, YTD 2.38%, 1-year 9.21%, 3-year 12.45%, 5-year 6.86%, 10-year 7.73%.

BERCX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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