BIERX Mutual Fund

NAV$30.07

Returns Overview

1 Month
+1.38%
3 Months
+3.05%
6 Months
+1.90%
YTD
+8.71%
1 Year
+20.65%
3 Years (annualized)
+21.04%
5 Years (annualized)
+13.17%
10 Years (annualized)
+10.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BIERX 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
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+8.71%
Peer Avg (YTD)
+8.71%
vs Peers
-0.00%

BIERX Mutual Fund Performance

BIERX performance across multiple time periods: 1-month 1.38%, YTD 8.71%, 1-year 20.65%, 3-year 21.04%, 5-year 13.17%, 10-year 10.62%.

BIERX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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