BRMAX Mutual Fund

BRMAX Mutual Fund

NAV$17.53
See how much of BRMAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.21%
3 Months
-3.12%
6 Months
+10.21%
YTD
+10.35%
1 Year
+11.63%
3 Years (annualized)
+15.86%
5 Years (annualized)
+7.39%
10 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRMAX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+10.35%
Peer Avg (YTD)
+6.72%
vs Peers
+3.63%

BRMAX Mutual Fund Performance

BRMAX performance across multiple time periods: 1-month -4.21%, YTD 10.35%, 1-year 11.63%, 3-year 15.86%, 5-year 7.39%, 10-year 11.15%.

BRMAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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