BRSSX Mutual Fund

BRSSX Mutual Fund

NAV$16.29
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Returns Overview

1 Month
-5.34%
3 Months
-6.49%
6 Months
+10.18%
YTD
+10.40%
1 Year
+12.57%
3 Years (annualized)
+11.78%
5 Years (annualized)
+4.81%
10 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRSSX 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)
+10.40%
Peer Avg (YTD)
+10.34%
vs Peers
+0.06%

BRSSX Mutual Fund Performance

BRSSX performance across multiple time periods: 1-month -5.34%, YTD 10.40%, 1-year 12.57%, 3-year 11.78%, 5-year 4.81%, 10-year 8.75%.

BRSSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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