BRIAX Mutual Fund

BRIAX Mutual Fund

NAV$83.69
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Returns Overview

1 Month
-2.66%
3 Months
-1.50%
6 Months
+2.53%
YTD
+2.12%
1 Year
+3.85%
3 Years (annualized)
+9.14%
5 Years (annualized)
+3.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRIAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.12%
Peer Avg (YTD)
+7.09%
vs Peers
-4.96%

BRIAX Mutual Fund Performance

BRIAX performance across multiple time periods: 1-month -2.66%, YTD 2.12%, 1-year 3.85%, 3-year 9.14%, 5-year 3.22%.

BRIAX returns trail the peer average of 7.09% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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