BIFRX Mutual Fund

BIFRX Mutual Fund

NAV$23.68
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Returns Overview

1 Month
-1.98%
3 Months
+0.72%
6 Months
+4.15%
YTD
+10.97%
1 Year
+15.36%
3 Years (annualized)
+11.20%
5 Years (annualized)
+2.04%
10 Years (annualized)
+7.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIFRX 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 ACWI ex US Index
This Mutual Fund (YTD)
+10.97%
Peer Avg (YTD)
+9.29%
vs Peers
+1.68%

BIFRX Mutual Fund Performance

BIFRX performance across multiple time periods: 1-month -1.98%, YTD 10.97%, 1-year 15.36%, 3-year 11.20%, 5-year 2.04%, 10-year 7.45%.

BIFRX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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