BIRIX Mutual Fund

NAV$26.15

Returns Overview

1 Month
-0.26%
3 Months
+16.41%
6 Months
+12.07%
YTD
+11.83%
1 Year
+25.76%
3 Years (annualized)
+20.84%
5 Years (annualized)
+12.65%
10 Years (annualized)
+15.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIRIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.83%
Peer Avg (YTD)
+9.51%
vs Peers
+2.33%

BIRIX Mutual Fund Performance

BIRIX performance across multiple time periods: 1-month -0.26%, YTD 11.83%, 1-year 25.76%, 3-year 20.84%, 5-year 12.65%, 10-year 15.61%.

BIRIX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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