BIRDX Mutual Fund

BIRDX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
+2.65%
3 Months
+2.77%
6 Months
+9.15%
YTD
+12.88%
1 Year
+18.65%
3 Years (annualized)
+9.99%
5 Years (annualized)
+2.13%
10 Years (annualized)
+3.72%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+12.88%
Peer Avg (YTD)
+12.53%
vs Peers
+0.35%

BIRDX Mutual Fund Performance

BIRDX performance across multiple time periods: 1-month 2.65%, YTD 12.88%, 1-year 18.65%, 3-year 9.99%, 5-year 2.13%, 10-year 3.72%.

BIRDX returns outperform the peer average of 12.53% YTD. With an expense ratio of 0.31%, investors should weigh costs against performance when evaluating this mutual fund.

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