BIRCX Mutual Fund

BIRCX Mutual Fund

NAV$25.60
See how much of BIRCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.48%
3 Months
+2.40%
6 Months
+18.90%
YTD
+13.96%
1 Year
+17.73%
3 Years (annualized)
+20.96%
5 Years (annualized)
+11.46%
10 Years (annualized)
+14.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIRCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+13.96%
Peer Avg (YTD)
+9.91%
vs Peers
+4.06%

BIRCX Mutual Fund Performance

BIRCX performance across multiple time periods: 1-month -0.48%, YTD 13.96%, 1-year 17.73%, 3-year 20.96%, 5-year 11.46%, 10-year 14.53%.

BIRCX returns outperform the peer average of 9.91% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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