BERBX Mutual Fund

NAV$18.65

Returns Overview

1 Month
-0.05%
3 Months
+3.90%
6 Months
+5.85%
YTD
+10.75%
1 Year
+20.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BERBX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+10.75%
Peer Avg (YTD)
+10.82%
vs Peers
-0.07%

BERBX Mutual Fund Performance

BERBX performance across multiple time periods: 1-month -0.05%, YTD 10.75%, 1-year 20.42%.

BERBX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.95%, investors should weigh costs against performance when evaluating this mutual fund.

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