BIRAX Mutual Fund

BIRAX Mutual Fund

NAV$26.11
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Returns Overview

1 Month
-0.43%
3 Months
+2.60%
6 Months
+19.38%
YTD
+14.60%
1 Year
+18.58%
3 Years (annualized)
+21.26%
5 Years (annualized)
+11.96%
10 Years (annualized)
+15.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIRAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+14.60%
Peer Avg (YTD)
+9.98%
vs Peers
+4.62%

BIRAX Mutual Fund Performance

BIRAX performance across multiple time periods: 1-month -0.43%, YTD 14.60%, 1-year 18.58%, 3-year 21.26%, 5-year 11.96%, 10-year 15.34%.

BIRAX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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