BRAGX Mutual Fund

BRAGX Mutual Fund

NAV$96.19
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Returns Overview

1 Month
+1.72%
3 Months
+16.56%
6 Months
+13.87%
YTD
+13.00%
1 Year
+23.70%
3 Years (annualized)
+25.93%
5 Years (annualized)
+12.55%
10 Years (annualized)
+12.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRAGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.00%
Peer Avg (YTD)
+9.51%
vs Peers
+3.50%

BRAGX Mutual Fund Performance

BRAGX performance across multiple time periods: 1-month 1.72%, YTD 13.00%, 1-year 23.70%, 3-year 25.93%, 5-year 12.55%, 10-year 12.07%.

BRAGX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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