BIREX Mutual Fund

NAV$16.99

Returns Overview

1 Month
+0.90%
3 Months
+10.58%
6 Months
+14.68%
YTD
+14.38%
1 Year
+15.80%
3 Years (annualized)
+10.15%
5 Years (annualized)
+3.61%
10 Years (annualized)
+6.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIREX 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)
+14.38%
Peer Avg (YTD)
+11.24%
vs Peers
+3.13%

BIREX Mutual Fund Performance

BIREX performance across multiple time periods: 1-month 0.90%, YTD 14.38%, 1-year 15.80%, 3-year 10.15%, 5-year 3.61%, 10-year 6.04%.

BIREX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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