BIRCX Mutual Fund

NAV$25.48

Returns Overview

1 Month
-0.35%
3 Months
+16.11%
6 Months
+11.53%
YTD
+11.29%
1 Year
+24.53%
3 Years (annualized)
+23.54%
5 Years (annualized)
+14.94%
10 Years (annualized)
+16.40%

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
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)
+11.29%
Peer Avg (YTD)
+9.51%
vs Peers
+1.78%

BIRCX Mutual Fund Performance

BIRCX performance across multiple time periods: 1-month -0.35%, YTD 11.29%, 1-year 24.53%, 3-year 23.54%, 5-year 14.94%, 10-year 16.40%.

BIRCX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.48%, investors should weigh costs against performance when evaluating this mutual fund.

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