BIRKX Mutual Fund

NAV$25.95

Returns Overview

1 Month
-0.26%
3 Months
+16.39%
6 Months
+12.10%
YTD
+11.87%
1 Year
+25.85%
3 Years (annualized)
+20.90%
5 Years (annualized)
+12.70%
10 Years (annualized)
+15.61%

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
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)
+11.87%
Peer Avg (YTD)
+9.51%
vs Peers
+2.36%

BIRKX Mutual Fund Performance

BIRKX performance across multiple time periods: 1-month -0.26%, YTD 11.87%, 1-year 25.85%, 3-year 20.90%, 5-year 12.70%, 10-year 15.61%.

BIRKX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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