BIERX Mutual Fund

BIERX Mutual Fund

NAV$31.58
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Returns Overview

1 Month
+3.09%
3 Months
-0.78%
6 Months
+6.51%
YTD
+13.02%
1 Year
+17.88%
3 Years (annualized)
+24.40%
5 Years (annualized)
+14.92%
10 Years (annualized)
+10.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIERX 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
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+13.02%
Peer Avg (YTD)
+10.38%
vs Peers
+2.63%

BIERX Mutual Fund Performance

BIERX performance across multiple time periods: 1-month 3.09%, YTD 13.02%, 1-year 17.88%, 3-year 24.40%, 5-year 14.92%, 10-year 10.48%.

BIERX returns outperform the peer average of 10.38% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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