BRIFX Mutual Fund

BRIFX Mutual Fund

NAV$17.70
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Returns Overview

1 Month
-4.95%
3 Months
-7.65%
6 Months
+3.53%
YTD
+3.84%
1 Year
+4.14%
3 Years (annualized)
+12.23%
5 Years (annualized)
+3.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRIFX 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
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
+3.84%
Peer Avg (YTD)
+4.73%
vs Peers
-0.90%

BRIFX Mutual Fund Performance

BRIFX performance across multiple time periods: 1-month -4.95%, YTD 3.84%, 1-year 4.14%, 3-year 12.23%, 5-year 3.43%.

BRIFX returns trail the peer average of 4.73% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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