BERSX Mutual Fund

BERSX Mutual Fund

NAV$14.29
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Returns Overview

1 Month
-2.34%
3 Months
-0.07%
6 Months
-1.84%
YTD
+1.84%
1 Year
+4.78%
3 Years (annualized)
+8.75%
5 Years (annualized)
+4.17%
10 Years (annualized)
+4.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BERSX 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)
+1.84%
Peer Avg (YTD)
+4.96%
vs Peers
-3.13%

BERSX Mutual Fund Performance

BERSX performance across multiple time periods: 1-month -2.34%, YTD 1.84%, 1-year 4.78%, 3-year 8.75%, 5-year 4.17%, 10-year 4.53%.

BERSX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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