BIRAX Mutual Fund

NAV$25.96

Returns Overview

1 Month
-0.27%
3 Months
+16.35%
6 Months
+11.94%
YTD
+11.70%
1 Year
+25.48%
3 Years (annualized)
+20.54%
5 Years (annualized)
+12.36%
10 Years (annualized)
+15.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIRAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.70%
Peer Avg (YTD)
+9.51%
vs Peers
+2.19%

BIRAX Mutual Fund Performance

BIRAX performance across multiple time periods: 1-month -0.27%, YTD 11.70%, 1-year 25.48%, 3-year 20.54%, 5-year 12.36%, 10-year 15.52%.

BIRAX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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