BRCAX Mutual Fund

NAV$8.40

Returns Overview

1 Month
-10.07%
3 Months
-8.46%
6 Months
+17.25%
YTD
+17.25%
1 Year
+33.23%
3 Years (annualized)
+14.17%
5 Years (annualized)
+9.37%
10 Years (annualized)
+6.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRCAX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+17.25%
Peer Avg (YTD)
+8.71%
vs Peers
+8.54%

BRCAX Mutual Fund Performance

BRCAX performance across multiple time periods: 1-month -10.07%, YTD 17.25%, 1-year 33.23%, 3-year 14.17%, 5-year 9.37%, 10-year 6.06%.

BRCAX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

BRCAX performance comparison shows side-by-side returns with another fund. BRCAX alternatives are available in the Mutual Fund Screener.