BERGX Mutual Fund

BERGX Mutual Fund

NAV$14.26
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Returns Overview

1 Month
-2.42%
3 Months
-0.20%
6 Months
-2.06%
YTD
+1.51%
1 Year
+4.24%
3 Years (annualized)
+8.38%
5 Years (annualized)
+3.85%
10 Years (annualized)
+4.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BERGX 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
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+1.51%
Peer Avg (YTD)
+4.96%
vs Peers
-3.45%

BERGX Mutual Fund Performance

BERGX performance across multiple time periods: 1-month -2.42%, YTD 1.51%, 1-year 4.24%, 3-year 8.38%, 5-year 3.85%, 10-year 4.24%.

BERGX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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