BRUKX Mutual Fund

BRUKX Mutual Fund

NAV$19.20
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Returns Overview

1 Month
-3.20%
3 Months
+2.46%
6 Months
+16.87%
YTD
+19.10%
1 Year
+35.06%
3 Years (annualized)
+29.03%
5 Years (annualized)
+21.60%
10 Years (annualized)
+17.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRUKX 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
PROUpgrade to run
🏦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)
+19.10%
Peer Avg (YTD)
+10.00%
vs Peers
+9.10%

BRUKX Mutual Fund Performance

BRUKX performance across multiple time periods: 1-month -3.20%, YTD 19.10%, 1-year 35.06%, 3-year 29.03%, 5-year 21.60%, 10-year 17.52%.

BRUKX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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