BROAX Mutual Fund

BROAX Mutual Fund

NAV$24.22
See how much of BROAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.03%
3 Months
+0.08%
6 Months
+9.64%
YTD
+9.88%
1 Year
+15.38%
3 Years (annualized)
+19.78%
5 Years (annualized)
+10.81%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BROAX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.88%
Peer Avg (YTD)
+9.29%
vs Peers
+0.59%

BROAX Mutual Fund Performance

BROAX performance across multiple time periods: 1-month -3.03%, YTD 9.88%, 1-year 15.38%, 3-year 19.78%, 5-year 10.81%, 10-year 9.74%.

BROAX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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