BIFRX Mutual Fund

BIFRX Mutual Fund

NAV$24.33
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Returns Overview

1 Month
+0.21%
3 Months
+4.72%
6 Months
+5.09%
YTD
+10.41%
1 Year
+23.23%
3 Years (annualized)
+8.90%
5 Years (annualized)
+2.00%
10 Years (annualized)
+7.34%

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
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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 ACWI ex US Index
This Mutual Fund (YTD)
+10.41%
Peer Avg (YTD)
+9.42%
vs Peers
+0.99%

BIFRX Mutual Fund Performance

BIFRX performance across multiple time periods: 1-month 0.21%, YTD 10.41%, 1-year 23.23%, 3-year 8.90%, 5-year 2.00%, 10-year 7.34%.

BIFRX returns outperform the peer average of 9.42% 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.