BERGX Mutual Fund

NAV$14.32

Returns Overview

1 Month
-2.41%
3 Months
-1.86%
6 Months
+1.93%
YTD
+1.72%
1 Year
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BERGX 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
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+1.72%
Peer Avg (YTD)
+5.87%
vs Peers
-4.15%

BERGX Mutual Fund Performance

BERGX performance across multiple time periods: 1-month -2.41%, YTD 1.72%, 1-year 9.12%.

BERGX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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