BERIX Mutual Fund

BERIX Mutual Fund

NAV$14.27
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Returns Overview

1 Month
-2.41%
3 Months
-0.15%
6 Months
-1.95%
YTD
+1.71%
1 Year
+4.61%
3 Years (annualized)
+9.26%
5 Years (annualized)
+4.21%
10 Years (annualized)
+4.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BERIX 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)
+1.71%
Peer Avg (YTD)
+4.97%
vs Peers
-3.26%

BERIX Mutual Fund Performance

BERIX performance across multiple time periods: 1-month -2.41%, YTD 1.71%, 1-year 4.61%, 3-year 9.26%, 5-year 4.21%, 10-year 4.52%.

BERIX returns trail the peer average of 4.97% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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