BAREX Mutual Fund

BAREX Mutual Fund

NAV$16.18
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Returns Overview

1 Month
+2.17%
3 Months
+3.58%
6 Months
+13.88%
YTD
+16.71%
1 Year
+19.30%
3 Years (annualized)
+9.96%
5 Years (annualized)
+2.91%
10 Years (annualized)
+5.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAREX 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)
+16.71%
Peer Avg (YTD)
+12.53%
vs Peers
+4.18%

BAREX Mutual Fund Performance

BAREX performance across multiple time periods: 1-month 2.17%, YTD 16.71%, 1-year 19.30%, 3-year 9.96%, 5-year 2.91%, 10-year 5.53%.

BAREX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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