BIRCX Mutual Fund

BIRCX Mutual Fund

NAV$24.85
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Returns Overview

1 Month
-0.12%
3 Months
+5.06%
6 Months
+10.06%
YTD
+11.15%
1 Year
+21.86%
3 Years (annualized)
+19.08%
5 Years (annualized)
+11.31%
10 Years (annualized)
+14.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIRCX 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)
+11.15%
Peer Avg (YTD)
+9.41%
vs Peers
+1.74%

BIRCX Mutual Fund Performance

BIRCX performance across multiple time periods: 1-month -0.12%, YTD 11.15%, 1-year 21.86%, 3-year 19.08%, 5-year 11.31%, 10-year 14.21%.

BIRCX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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