BRCRX Mutual Fund

BRCRX Mutual Fund

NAV$8.85
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Returns Overview

1 Month
-0.12%
3 Months
+17.14%
6 Months
+7.16%
YTD
+37.34%
1 Year
+46.66%
3 Years (annualized)
+17.87%
5 Years (annualized)
+12.89%
10 Years (annualized)
+8.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRCRX 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)
+37.34%
Peer Avg (YTD)
+22.38%
vs Peers
+14.96%

BRCRX Mutual Fund Performance

BRCRX performance across multiple time periods: 1-month -0.12%, YTD 37.34%, 1-year 46.66%, 3-year 17.87%, 5-year 12.89%, 10-year 8.31%.

BRCRX returns outperform the peer average of 22.38% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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