BIREX Mutual Fund

BIREX Mutual Fund

NAV$15.73
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Returns Overview

1 Month
-2.92%
3 Months
+0.08%
6 Months
+2.99%
YTD
+13.45%
1 Year
+12.98%
3 Years (annualized)
+10.30%
5 Years (annualized)
+2.12%
10 Years (annualized)
+5.88%

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
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+13.45%
Peer Avg (YTD)
+9.10%
vs Peers
+4.35%

BIREX Mutual Fund Performance

BIREX performance across multiple time periods: 1-month -2.92%, YTD 13.45%, 1-year 12.98%, 3-year 10.30%, 5-year 2.12%, 10-year 5.88%.

BIREX returns outperform the peer average of 9.10% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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