BRCCX Mutual Fund

BRCCX Mutual Fund

NAV$8.08
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Returns Overview

3 Months
+17.13%
6 Months
+7.02%
YTD
+36.96%
1 Year
+46.06%
3 Years (annualized)
+17.28%
5 Years (annualized)
+12.30%
10 Years (annualized)
+7.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRCCX 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
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🏦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)
+36.96%
Peer Avg (YTD)
+22.38%
vs Peers
+14.58%

BRCCX Mutual Fund Performance

BRCCX performance across multiple time periods: YTD 36.96%, 1-year 46.06%, 3-year 17.28%, 5-year 12.30%, 10-year 7.76%.

BRCCX returns outperform the peer average of 22.38% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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