BRAMX Mutual Fund

BRAMX Mutual Fund

NAV$8.07
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Returns Overview

1 Month
+0.48%
3 Months
-0.59%
6 Months
-1.83%
YTD
+0.48%
1 Year
+3.13%
3 Years (annualized)
+4.89%
5 Years (annualized)
+0.40%
10 Years (annualized)
+0.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRAMX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.48%
Peer Avg (YTD)
+2.15%
vs Peers
-1.68%

BRAMX Mutual Fund Performance

BRAMX performance across multiple time periods: 1-month 0.48%, YTD 0.48%, 1-year 3.13%, 3-year 4.89%, 5-year 0.40%, 10-year 0.47%.

BRAMX returns trail the peer average of 2.15% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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