BRCAX Mutual Fund

BRCAX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
+7.68%
3 Months
-6.02%
6 Months
+16.48%
YTD
+26.26%
1 Year
+41.53%
3 Years (annualized)
+14.79%
5 Years (annualized)
+10.71%
10 Years (annualized)
+7.15%

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
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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
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+26.26%
Peer Avg (YTD)
+14.43%
vs Peers
+11.83%

BRCAX Mutual Fund Performance

BRCAX performance across multiple time periods: 1-month 7.68%, YTD 26.26%, 1-year 41.53%, 3-year 14.79%, 5-year 10.71%, 10-year 7.15%.

BRCAX returns outperform the peer average of 14.43% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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