BIRKX Mutual Fund

BIRKX Mutual Fund

NAV$25.55
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Returns Overview

1 Month
-0.05%
3 Months
+5.32%
6 Months
+10.65%
YTD
+11.81%
1 Year
+23.14%
3 Years (annualized)
+20.34%
5 Years (annualized)
+12.49%
10 Years (annualized)
+15.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIRKX 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)
+11.81%
Peer Avg (YTD)
+9.41%
vs Peers
+2.40%

BIRKX Mutual Fund Performance

BIRKX performance across multiple time periods: 1-month -0.05%, YTD 11.81%, 1-year 23.14%, 3-year 20.34%, 5-year 12.49%, 10-year 15.41%.

BIRKX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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