BURGX Mutual Fund

NAV$27.46

Returns Overview

1 Month
+1.97%
3 Months
+5.41%
6 Months
+13.19%
YTD
+9.62%
1 Year
+15.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BURGX 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
CBOE S&P 500 Index(^VIX500)
This Mutual Fund (YTD)
+9.62%
Peer Avg (YTD)
+7.20%
vs Peers
+2.42%

BURGX Mutual Fund Performance

BURGX performance across multiple time periods: 1-month 1.97%, YTD 9.62%, 1-year 15.66%.

BURGX returns outperform the peer average of 7.20% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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