BERIX Mutual Fund

BERIX Mutual Fund

NAV$14.55
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Returns Overview

1 Month
+0.77%
3 Months
-2.06%
6 Months
+0.42%
YTD
+2.65%
1 Year
+11.22%
3 Years (annualized)
+8.46%
5 Years (annualized)
+3.94%
10 Years (annualized)
+4.41%

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
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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)
+2.65%
Peer Avg (YTD)
+5.54%
vs Peers
-2.89%

BERIX Mutual Fund Performance

BERIX performance across multiple time periods: 1-month 0.77%, YTD 2.65%, 1-year 11.22%, 3-year 8.46%, 5-year 3.94%, 10-year 4.41%.

BERIX returns trail the peer average of 5.54% 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.