BRUSX Mutual Fund

BRUSX Mutual Fund

NAV$33.47
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Returns Overview

1 Month
-4.25%
3 Months
-7.29%
6 Months
+9.25%
YTD
+5.97%
1 Year
+3.07%
3 Years (annualized)
+16.46%
5 Years (annualized)
+6.87%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRUSX 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
CRSP Cap Based Portfolio 10 Index
This Mutual Fund (YTD)
+5.97%
Peer Avg (YTD)
+10.34%
vs Peers
-4.37%

BRUSX Mutual Fund Performance

BRUSX performance across multiple time periods: 1-month -4.25%, YTD 5.97%, 1-year 3.07%, 3-year 16.46%, 5-year 6.87%, 10-year 11.00%.

BRUSX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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