BRWIX Mutual Fund

BRWIX Mutual Fund

NAV$51.71
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Returns Overview

1 Month
-1.73%
3 Months
-2.66%
6 Months
+12.30%
YTD
+10.04%
1 Year
+17.82%
3 Years (annualized)
+14.24%
5 Years (annualized)
+3.01%
10 Years (annualized)
+15.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRWIX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.04%
Peer Avg (YTD)
+8.67%
vs Peers
+1.38%

BRWIX Mutual Fund Performance

BRWIX performance across multiple time periods: 1-month -1.73%, YTD 10.04%, 1-year 17.82%, 3-year 14.24%, 5-year 3.01%, 10-year 15.35%.

BRWIX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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