BIRAX Mutual Fund

BIRAX Mutual Fund

NAV$25.71
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Returns Overview

1 Month
-0.08%
3 Months
+5.25%
6 Months
+10.48%
YTD
+11.61%
1 Year
+22.74%
3 Years (annualized)
+19.35%
5 Years (annualized)
+11.80%
10 Years (annualized)
+15.00%

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
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.61%
Peer Avg (YTD)
+9.41%
vs Peers
+2.19%

BIRAX Mutual Fund Performance

BIRAX performance across multiple time periods: 1-month -0.08%, YTD 11.61%, 1-year 22.74%, 3-year 19.35%, 5-year 11.80%, 10-year 15.00%.

BIRAX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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