BIRAX Mutual Fund

BIRAX Mutual Fund

NAV$26.11
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Returns Overview

1 Month
+3.13%
3 Months
+2.77%
6 Months
+14.46%
YTD
+15.10%
1 Year
+23.67%
3 Years (annualized)
+21.26%
5 Years (annualized)
+11.96%
10 Years (annualized)
+15.34%

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)
+15.10%
Peer Avg (YTD)
+11.21%
vs Peers
+3.88%

BIRAX Mutual Fund Performance

BIRAX performance across multiple time periods: 1-month 3.13%, YTD 15.10%, 1-year 23.67%, 3-year 21.26%, 5-year 11.96%, 10-year 15.34%.

BIRAX returns outperform the peer average of 11.21% 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.