BRASX Mutual Fund

BRASX Mutual Fund

NAV$9.18
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Returns Overview

1 Month
+0.13%
3 Months
+0.45%
6 Months
+0.68%
YTD
+1.06%
1 Year
+3.81%
3 Years (annualized)
+5.26%
5 Years (annualized)
+2.72%
10 Years (annualized)
+2.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRASX 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
ICE BofA 1-3 Year US Treasuries Index
This Mutual Fund (YTD)
+1.06%
Peer Avg (YTD)
+0.12%
vs Peers
+0.94%

BRASX Mutual Fund Performance

BRASX performance across multiple time periods: 1-month 0.13%, YTD 1.06%, 1-year 3.81%, 3-year 5.26%, 5-year 2.72%, 10-year 2.89%.

BRASX returns outperform the peer average of 0.12% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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