BERZ ETF

BERZ ETF
$18.24
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Returns Overview

1 Month
-17.07%
3 Months
-27.48%
6 Months
-75.26%
YTD
-70.46%
1 Year
-76.42%
3 Years (annualized)
-74.78%
5 Years (annualized)
-65.81%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BERZ 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
MicroSectors FANG Index(^MICROFANGI)
This ETF (YTD)
-70.46%
Peer Avg (YTD)
+7.57%
vs Peers
-78.03%

BERZ ETF Performance

BERZ performance across multiple time periods: 1-month -17.07%, YTD -70.46%, 1-year -76.42%, 3-year -74.78%, 5-year -65.81%.

BERZ returns trail the peer average of 7.57% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this ETF.

BERZ vs another fund shows side-by-side returns. BERZ alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-17.07%N/A
3 Months-27.48%N/A
6 Months-75.26%N/A
1 Year-76.42%N/A
3 Years-74.78%N/A
5 Years-65.81%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized