BERIX Mutual Fund

NAV$14.35

Returns Overview

1 Month
-2.33%
3 Months
-1.80%
6 Months
+2.15%
YTD
+1.86%
1 Year
+9.51%
3 Years (annualized)
+8.54%
5 Years (annualized)
+3.90%
10 Years (annualized)
+4.61%

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

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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)
+1.86%
Peer Avg (YTD)
+5.87%
vs Peers
-4.00%

BERIX Mutual Fund Performance

BERIX performance across multiple time periods: 1-month -2.33%, YTD 1.86%, 1-year 9.51%, 3-year 8.54%, 5-year 3.90%, 10-year 4.61%.

BERIX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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