BRWSX Mutual Fund

BRWSX Mutual Fund

NAV$30.59
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Returns Overview

1 Month
+2.41%
3 Months
+3.32%
6 Months
+21.21%
YTD
+11.04%
1 Year
+11.11%
3 Years (annualized)
+22.31%
5 Years (annualized)
+11.57%
10 Years (annualized)
+16.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRWSX 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)
+11.04%
Peer Avg (YTD)
+8.68%
vs Peers
+2.36%

BRWSX Mutual Fund Performance

BRWSX performance across multiple time periods: 1-month 2.41%, YTD 11.04%, 1-year 11.11%, 3-year 22.31%, 5-year 11.57%, 10-year 16.16%.

BRWSX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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