BRCNX Mutual Fund

BRCNX Mutual Fund

NAV$9.43
See how much of BRCNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+7.68%
3 Months
-5.95%
6 Months
+16.49%
YTD
+26.49%
1 Year
+41.83%
3 Years (annualized)
+15.10%
5 Years (annualized)
+10.98%
10 Years (annualized)
+7.43%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
+26.49%
Peer Avg (YTD)
+14.43%
vs Peers
+12.07%

BRCNX Mutual Fund Performance

BRCNX performance across multiple time periods: 1-month 7.68%, YTD 26.49%, 1-year 41.83%, 3-year 15.10%, 5-year 10.98%, 10-year 7.43%.

BRCNX returns outperform the peer average of 14.43% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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