BRGKX Mutual Fund

BRGKX Mutual Fund

NAV$48.49
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Returns Overview

1 Month
-0.66%
3 Months
+1.76%
6 Months
+17.13%
YTD
+11.90%
1 Year
+14.93%
3 Years (annualized)
+18.45%
5 Years (annualized)
+9.90%
10 Years (annualized)
+12.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRGKX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.90%
Peer Avg (YTD)
+9.98%
vs Peers
+1.92%

BRGKX Mutual Fund Performance

BRGKX performance across multiple time periods: 1-month -0.66%, YTD 11.90%, 1-year 14.93%, 3-year 18.45%, 5-year 9.90%, 10-year 12.37%.

BRGKX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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