BRUDX Mutual Fund

BRUDX Mutual Fund

NAV$19.51
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Returns Overview

1 Month
-3.20%
3 Months
+2.53%
6 Months
+17.07%
YTD
+19.26%
1 Year
+22.74%
3 Years (annualized)
+20.25%
5 Years (annualized)
+12.66%
10 Years (annualized)
+12.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRUDX 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)
+19.26%
Peer Avg (YTD)
+10.00%
vs Peers
+9.27%

BRUDX Mutual Fund Performance

BRUDX performance across multiple time periods: 1-month -3.20%, YTD 19.26%, 1-year 22.74%, 3-year 20.25%, 5-year 12.66%, 10-year 12.09%.

BRUDX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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