BERBX Mutual Fund

BERBX Mutual Fund

NAV$18.67
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Returns Overview

1 Month
+5.79%
3 Months
-3.26%
6 Months
+0.84%
YTD
+7.42%
1 Year
+16.21%
3 Years (annualized)
+10.80%
5 Years (annualized)
+6.81%
10 Years (annualized)
+7.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BERBX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+7.42%
Peer Avg (YTD)
+8.01%
vs Peers
-0.58%

BERBX Mutual Fund Performance

BERBX performance across multiple time periods: 1-month 5.79%, YTD 7.42%, 1-year 16.21%, 3-year 10.80%, 5-year 6.81%, 10-year 7.39%.

BERBX returns trail the peer average of 8.01% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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