BERCX Mutual Fund

BERCX Mutual Fund

NAV$18.61
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Returns Overview

1 Month
+0.21%
3 Months
+4.44%
6 Months
+7.42%
YTD
+12.84%
1 Year
+20.92%
3 Years (annualized)
+11.93%
5 Years (annualized)
+7.89%
10 Years (annualized)
+8.47%

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)
+12.84%
Peer Avg (YTD)
+9.54%
vs Peers
+3.30%

BERCX Mutual Fund Performance

BERCX performance across multiple time periods: 1-month 0.21%, YTD 12.84%, 1-year 20.92%, 3-year 11.93%, 5-year 7.89%, 10-year 8.47%.

BERCX returns outperform the peer average of 9.54% 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.