BRXBX Mutual Fund

BRXBX Mutual Fund

NAV$19.66
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Returns Overview

1 Month
-1.87%
6 Months
+14.38%
YTD
+14.77%
1 Year
+24.82%
3 Years (annualized)
+24.11%
5 Years (annualized)
+12.08%
10 Years (annualized)
+10.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRXBX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USAIndex with Net Dividends
This Mutual Fund (YTD)
+14.77%
Peer Avg (YTD)
+9.29%
vs Peers
+5.48%

BRXBX Mutual Fund Performance

BRXBX performance across multiple time periods: 1-month -1.87%, YTD 14.77%, 1-year 24.82%, 3-year 24.11%, 5-year 12.08%, 10-year 10.59%.

BRXBX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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