BRSPX Mutual Fund

BRSPX Mutual Fund

NAV$15.46
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Returns Overview

1 Month
-5.37%
3 Months
-6.64%
6 Months
+9.90%
YTD
+9.98%
1 Year
+12.01%
3 Years (annualized)
+11.20%
5 Years (annualized)
+4.29%
10 Years (annualized)
+8.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRSPX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.98%
Peer Avg (YTD)
+10.34%
vs Peers
-0.36%

BRSPX Mutual Fund Performance

BRSPX performance across multiple time periods: 1-month -5.37%, YTD 9.98%, 1-year 12.01%, 3-year 11.20%, 5-year 4.29%, 10-year 8.21%.

BRSPX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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