BIERX Mutual Fund

BIERX Mutual Fund

NAV$30.15
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Returns Overview

1 Month
-4.31%
3 Months
+3.13%
6 Months
+6.85%
YTD
+9.63%
1 Year
+15.10%
3 Years (annualized)
+22.60%
5 Years (annualized)
+14.78%
10 Years (annualized)
+10.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIERX 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
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+9.63%
Peer Avg (YTD)
+9.89%
vs Peers
-0.27%

BIERX Mutual Fund Performance

BIERX performance across multiple time periods: 1-month -4.31%, YTD 9.63%, 1-year 15.10%, 3-year 22.60%, 5-year 14.78%, 10-year 10.80%.

BIERX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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