BRBPX Mutual Fund

BRBPX Mutual Fund

NAV$10.85
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Returns Overview

1 Month
+0.28%
3 Months
-37.76%
6 Months
-34.36%
YTD
-33.35%
1 Year
-30.53%
3 Years (annualized)
-10.89%
5 Years (annualized)
-3.09%
10 Years (annualized)
+0.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRBPX 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)
-33.35%
Peer Avg (YTD)
+9.20%
vs Peers
-42.55%

BRBPX Mutual Fund Performance

BRBPX performance across multiple time periods: 1-month 0.28%, YTD -33.35%, 1-year -30.53%, 3-year -10.89%, 5-year -3.09%, 10-year 0.09%.

BRBPX returns trail the peer average of 9.20% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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