BRCCX Mutual Fund

NAV$7.29

Returns Overview

1 Month
-10.21%
3 Months
-8.64%
6 Months
+16.72%
YTD
+16.93%
1 Year
+32.08%
3 Years (annualized)
+13.27%
5 Years (annualized)
+8.52%
10 Years (annualized)
+5.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRCCX 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)
+16.93%
Peer Avg (YTD)
+8.71%
vs Peers
+8.21%

BRCCX Mutual Fund Performance

BRCCX performance across multiple time periods: 1-month -10.21%, YTD 16.93%, 1-year 32.08%, 3-year 13.27%, 5-year 8.52%, 10-year 5.27%.

BRCCX returns outperform the peer average of 8.71% YTD. With an expense ratio of 2.24%, investors should weigh costs against performance when evaluating this mutual fund.

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