BRUEX Mutual Fund

BRUEX Mutual Fund

NAV$19.20
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Returns Overview

1 Month
-3.25%
3 Months
+2.34%
6 Months
+16.58%
YTD
+18.65%
1 Year
+21.77%
3 Years (annualized)
+19.34%
5 Years (annualized)
+11.76%
10 Years (annualized)
+11.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRUEX 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)
+18.65%
Peer Avg (YTD)
+10.00%
vs Peers
+8.65%

BRUEX Mutual Fund Performance

BRUEX performance across multiple time periods: 1-month -3.25%, YTD 18.65%, 1-year 21.77%, 3-year 19.34%, 5-year 11.76%, 10-year 11.20%.

BRUEX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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