BERIX Mutual Fund

BERIX Mutual Fund

NAV$14.20
See how much of BERIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.23%
3 Months
+1.29%
6 Months
-0.79%
YTD
+3.98%
1 Year
+6.57%
3 Years (annualized)
+10.97%
5 Years (annualized)
+4.23%
10 Years (annualized)
+4.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BERIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US TIPS Index
This Mutual Fund (YTD)
+3.98%
Peer Avg (YTD)
+5.30%
vs Peers
-1.33%

BERIX Mutual Fund Performance

BERIX performance across multiple time periods: 1-month 2.23%, YTD 3.98%, 1-year 6.57%, 3-year 10.97%, 5-year 4.23%, 10-year 4.34%.

BERIX returns trail the peer average of 5.30% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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