BRCNX Mutual Fund

NAV$8.84

Returns Overview

1 Month
-10.13%
3 Months
-8.40%
6 Months
+17.30%
YTD
+17.47%
1 Year
+33.43%
3 Years (annualized)
+14.45%
5 Years (annualized)
+9.62%
10 Years (annualized)
+6.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRCNX 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)
+17.47%
Peer Avg (YTD)
+8.71%
vs Peers
+8.76%

BRCNX Mutual Fund Performance

BRCNX performance across multiple time periods: 1-month -10.13%, YTD 17.47%, 1-year 33.43%, 3-year 14.45%, 5-year 9.62%, 10-year 6.34%.

BRCNX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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