BERDX Mutual Fund

BERDX Mutual Fund

NAV$17.39
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Returns Overview

1 Month
-7.35%
3 Months
-8.09%
6 Months
+2.25%
YTD
+2.49%
1 Year
+9.36%
3 Years (annualized)
+12.00%
5 Years (annualized)
+7.93%
10 Years (annualized)
+8.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BERDX 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)
+2.49%
Peer Avg (YTD)
+6.72%
vs Peers
-4.23%

BERDX Mutual Fund Performance

BERDX performance across multiple time periods: 1-month -7.35%, YTD 2.49%, 1-year 9.36%, 3-year 12.00%, 5-year 7.93%, 10-year 8.49%.

BERDX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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