BERCX Mutual Fund

BERCX Mutual Fund

NAV$18.85
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Returns Overview

1 Month
+5.86%
3 Months
-2.98%
6 Months
+1.33%
YTD
+8.37%
1 Year
+17.39%
3 Years (annualized)
+16.09%
5 Years (annualized)
+6.13%
10 Years (annualized)
+7.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BERCX 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)
+8.37%
Peer Avg (YTD)
+8.01%
vs Peers
+0.37%

BERCX Mutual Fund Performance

BERCX performance across multiple time periods: 1-month 5.86%, YTD 8.37%, 1-year 17.39%, 3-year 16.09%, 5-year 6.13%, 10-year 7.74%.

BERCX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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