BIRDX Mutual Fund

BIRDX Mutual Fund

NAV$8.24
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Returns Overview

1 Month
-3.20%
3 Months
+0.38%
6 Months
-1.34%
YTD
+9.27%
1 Year
+9.89%
3 Years (annualized)
+10.06%
5 Years (annualized)
+1.21%
10 Years (annualized)
+3.65%

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
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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
FTSE EPRA Nareit Developed NR USD(^FNDNR)
This Mutual Fund (YTD)
+9.27%
Peer Avg (YTD)
+9.10%
vs Peers
+0.17%

BIRDX Mutual Fund Performance

BIRDX performance across multiple time periods: 1-month -3.20%, YTD 9.27%, 1-year 9.89%, 3-year 10.06%, 5-year 1.21%, 10-year 3.65%.

BIRDX returns outperform the peer average of 9.10% 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.