BRXUX Mutual Fund

BRXUX Mutual Fund

NAV$20.02
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Returns Overview

1 Month
-1.79%
3 Months
+0.25%
6 Months
+14.92%
YTD
+15.58%
1 Year
+26.06%
3 Years (annualized)
+25.36%
5 Years (annualized)
+13.21%
10 Years (annualized)
+11.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRXUX 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 ex USAIndex with Net Dividends
This Mutual Fund (YTD)
+15.58%
Peer Avg (YTD)
+9.29%
vs Peers
+6.29%

BRXUX Mutual Fund Performance

BRXUX performance across multiple time periods: 1-month -1.79%, YTD 15.58%, 1-year 26.06%, 3-year 25.36%, 5-year 13.21%, 10-year 11.71%.

BRXUX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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