BIERX Mutual Fund

BIERX Mutual Fund

NAV$31.07
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Returns Overview

1 Month
+7.15%
3 Months
+7.35%
6 Months
+8.31%
YTD
+13.91%
1 Year
+29.23%
3 Years (annualized)
+21.92%
5 Years (annualized)
+15.14%
10 Years (annualized)
+10.98%

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)
+13.91%
Peer Avg (YTD)
+11.12%
vs Peers
+2.79%

BIERX Mutual Fund Performance

BIERX performance across multiple time periods: 1-month 7.15%, YTD 13.91%, 1-year 29.23%, 3-year 21.92%, 5-year 15.14%, 10-year 10.98%.

BIERX returns outperform the peer average of 11.12% 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.