BARIX Mutual Fund

BARIX Mutual Fund

NAV$103.87
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Returns Overview

1 Month
+2.12%
3 Months
+8.66%
6 Months
+10.83%
YTD
+5.57%
1 Year
+14.67%
3 Years (annualized)
+14.27%
5 Years (annualized)
+1.54%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BARIX 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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.57%
Peer Avg (YTD)
+8.01%
vs Peers
-2.43%

BARIX Mutual Fund Performance

BARIX performance across multiple time periods: 1-month 2.12%, YTD 5.57%, 1-year 14.67%, 3-year 14.27%, 5-year 1.54%, 10-year 11.03%.

BARIX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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