BERHX Mutual Fund

BERHX Mutual Fund

NAV$14.47
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Returns Overview

1 Month
+0.69%
3 Months
-2.23%
6 Months
-0.06%
YTD
+2.10%
1 Year
+10.18%
3 Years (annualized)
+7.63%
5 Years (annualized)
+3.11%
10 Years (annualized)
+3.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BERHX 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
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+2.10%
Peer Avg (YTD)
+5.54%
vs Peers
-3.44%

BERHX Mutual Fund Performance

BERHX performance across multiple time periods: 1-month 0.69%, YTD 2.10%, 1-year 10.18%, 3-year 7.63%, 5-year 3.11%, 10-year 3.49%.

BERHX returns trail the peer average of 5.54% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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