BRTNX Mutual Fund

BRTNX Mutual Fund

NAV$81.72
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Returns Overview

1 Month
-4.84%
3 Months
-1.86%
6 Months
+8.61%
YTD
-1.20%
1 Year
+0.20%
3 Years (annualized)
+15.24%
5 Years (annualized)
+10.75%
10 Years (annualized)
+13.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRTNX 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
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📉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)
-1.20%
Peer Avg (YTD)
+9.98%
vs Peers
-11.19%

BRTNX Mutual Fund Performance

BRTNX performance across multiple time periods: 1-month -4.84%, YTD -1.20%, 1-year 0.20%, 3-year 15.24%, 5-year 10.75%, 10-year 13.77%.

BRTNX returns trail the peer average of 9.98% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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