BIREX Mutual Fund

BIREX Mutual Fund

NAV$15.90
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Returns Overview

1 Month
-5.71%
3 Months
-6.48%
6 Months
+3.42%
YTD
+6.97%
1 Year
+5.62%
3 Years (annualized)
+10.30%
5 Years (annualized)
+2.12%
10 Years (annualized)
+5.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIREX 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
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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)
+6.97%
Peer Avg (YTD)
+4.73%
vs Peers
+2.23%

BIREX Mutual Fund Performance

BIREX performance across multiple time periods: 1-month -5.71%, YTD 6.97%, 1-year 5.62%, 3-year 10.30%, 5-year 2.12%, 10-year 5.88%.

BIREX returns outperform the peer average of 4.73% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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