BIFRX Mutual Fund

BIFRX Mutual Fund

NAV$23.85
See how much of BIFRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.54%
3 Months
+2.33%
6 Months
+4.15%
YTD
+13.21%
1 Year
+21.93%
3 Years (annualized)
+11.20%
5 Years (annualized)
+2.04%
10 Years (annualized)
+7.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIFRX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+13.21%
Peer Avg (YTD)
+10.17%
vs Peers
+3.04%

BIFRX Mutual Fund Performance

BIFRX performance across multiple time periods: 1-month 2.54%, YTD 13.21%, 1-year 21.93%, 3-year 11.20%, 5-year 2.04%, 10-year 7.45%.

BIFRX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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