BRCPX Mutual Fund

BRCPX Mutual Fund

NAV$11.83
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Returns Overview

1 Month
-1.27%
3 Months
+0.52%
6 Months
+1.04%
YTD
+2.01%
1 Year
+6.99%
3 Years (annualized)
+6.84%
5 Years (annualized)
+1.83%
10 Years (annualized)
+3.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRCPX 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 US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+2.01%
Peer Avg (YTD)
+3.39%
vs Peers
-1.38%

BRCPX Mutual Fund Performance

BRCPX performance across multiple time periods: 1-month -1.27%, YTD 2.01%, 1-year 6.99%, 3-year 6.84%, 5-year 1.83%, 10-year 3.63%.

BRCPX returns trail the peer average of 3.39% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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