BRKUX Mutual Fund

BRKUX Mutual Fund

NAV$22.51
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Returns Overview

1 Month
-0.43%
6 Months
+23.99%
YTD
+25.14%
1 Year
+34.44%
3 Years (annualized)
+26.73%
5 Years (annualized)
+10.77%
10 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRKUX 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 Emerging Markets Index (net div)
This Mutual Fund (YTD)
+25.14%
Peer Avg (YTD)
+20.48%
vs Peers
+4.65%

BRKUX Mutual Fund Performance

BRKUX performance across multiple time periods: 1-month -0.43%, YTD 25.14%, 1-year 34.44%, 3-year 26.73%, 5-year 10.77%, 10-year 10.50%.

BRKUX returns outperform the peer average of 20.48% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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