BIRDX Mutual Fund

NAV$8.97

Returns Overview

1 Month
+1.02%
3 Months
+8.38%
6 Months
+10.23%
YTD
+9.97%
1 Year
+13.89%
3 Years (annualized)
+10.31%
5 Years (annualized)
+2.37%
10 Years (annualized)
+3.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIRDX 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
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+9.97%
Peer Avg (YTD)
+11.24%
vs Peers
-1.28%

BIRDX Mutual Fund Performance

BIRDX performance across multiple time periods: 1-month 1.02%, YTD 9.97%, 1-year 13.89%, 3-year 10.31%, 5-year 2.37%, 10-year 3.92%.

BIRDX returns trail the peer average of 11.24% YTD. With an expense ratio of 0.22%, investors should weigh costs against performance when evaluating this mutual fund.

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