BRWUX Mutual Fund

BRWUX Mutual Fund

NAV$31.26
See how much of BRWUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.46%
3 Months
+3.42%
6 Months
+21.52%
YTD
+11.46%
1 Year
+11.64%
3 Years (annualized)
+22.93%
5 Years (annualized)
+12.13%
10 Years (annualized)
+16.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRWUX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+11.46%
Peer Avg (YTD)
+8.68%
vs Peers
+2.78%

BRWUX Mutual Fund Performance

BRWUX performance across multiple time periods: 1-month 2.46%, YTD 11.46%, 1-year 11.64%, 3-year 22.93%, 5-year 12.13%, 10-year 16.69%.

BRWUX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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