BRIUX Mutual Fund

BRIUX Mutual Fund

NAV$17.91
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Returns Overview

1 Month
-4.87%
3 Months
-7.59%
6 Months
+3.68%
YTD
+4.05%
1 Year
+4.42%
3 Years (annualized)
+13.02%
5 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRIUX 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
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
+4.05%
Peer Avg (YTD)
+4.73%
vs Peers
-0.68%

BRIUX Mutual Fund Performance

BRIUX performance across multiple time periods: 1-month -4.87%, YTD 4.05%, 1-year 4.42%, 3-year 13.02%, 5-year 3.97%.

BRIUX returns trail the peer average of 4.73% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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