BRWRX Mutual Fund

BRWRX Mutual Fund

NAV$28.80
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Returns Overview

1 Month
+2.34%
3 Months
+3.16%
6 Months
+20.89%
YTD
+10.63%
1 Year
+17.58%
3 Years (annualized)
+26.07%
5 Years (annualized)
+17.21%
10 Years (annualized)
+20.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRWRX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+10.63%
Peer Avg (YTD)
+8.68%
vs Peers
+1.95%

BRWRX Mutual Fund Performance

BRWRX performance across multiple time periods: 1-month 2.34%, YTD 10.63%, 1-year 17.58%, 3-year 26.07%, 5-year 17.21%, 10-year 20.76%.

BRWRX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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