BRPIX Mutual Fund

BRPIX Mutual Fund

NAV$8.18
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Returns Overview

1 Month
+0.73%
3 Months
-1.30%
6 Months
-13.41%
YTD
-8.56%
1 Year
-9.86%
3 Years (annualized)
-13.11%
5 Years (annualized)
-8.78%
10 Years (annualized)
+1.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRPIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-8.56%
Peer Avg (YTD)
+7.58%
vs Peers
-16.14%

BRPIX Mutual Fund Performance

BRPIX performance across multiple time periods: 1-month 0.73%, YTD -8.56%, 1-year -9.86%, 3-year -13.11%, 5-year -8.78%, 10-year 1.72%.

BRPIX returns trail the peer average of 7.58% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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