BERGX Mutual Fund

BERGX Mutual Fund

NAV$14.19
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Returns Overview

1 Month
+2.19%
3 Months
+1.16%
6 Months
-0.92%
YTD
+3.74%
1 Year
+6.25%
3 Years (annualized)
+8.38%
5 Years (annualized)
+3.85%
10 Years (annualized)
+4.24%

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
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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
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+3.74%
Peer Avg (YTD)
+5.30%
vs Peers
-1.56%

BERGX Mutual Fund Performance

BERGX performance across multiple time periods: 1-month 2.19%, YTD 3.74%, 1-year 6.25%, 3-year 8.38%, 5-year 3.85%, 10-year 4.24%.

BERGX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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