BRCAX Mutual Fund

BRCAX Mutual Fund

NAV$9.18
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Returns Overview

3 Months
+17.32%
6 Months
+7.39%
YTD
+37.56%
1 Year
+47.15%
3 Years (annualized)
+18.01%
5 Years (annualized)
+13.07%
10 Years (annualized)
+8.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRCAX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+37.56%
Peer Avg (YTD)
+22.38%
vs Peers
+15.18%

BRCAX Mutual Fund Performance

BRCAX performance across multiple time periods: YTD 37.56%, 1-year 47.15%, 3-year 18.01%, 5-year 13.07%, 10-year 8.51%.

BRCAX returns outperform the peer average of 22.38% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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