BAREX Mutual Fund

NAV$17.00

Returns Overview

1 Month
+0.84%
3 Months
+10.52%
6 Months
+14.54%
YTD
+14.23%
1 Year
+15.51%
3 Years (annualized)
+9.88%
5 Years (annualized)
+3.35%
10 Years (annualized)
+5.78%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+14.23%
Peer Avg (YTD)
+11.24%
vs Peers
+2.99%

BAREX Mutual Fund Performance

BAREX performance across multiple time periods: 1-month 0.84%, YTD 14.23%, 1-year 15.51%, 3-year 9.88%, 5-year 3.35%, 10-year 5.78%.

BAREX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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