BRCPX Mutual Fund

NAV$11.78

Returns Overview

3 Months
+4.24%
6 Months
+3.51%
YTD
+3.32%
1 Year
+8.65%
3 Years (annualized)
+7.46%
5 Years (annualized)
+2.18%
10 Years (annualized)
+3.89%

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
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 US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+3.32%
Peer Avg (YTD)
+4.14%
vs Peers
-0.82%

BRCPX Mutual Fund Performance

BRCPX performance across multiple time periods: YTD 3.32%, 1-year 8.65%, 3-year 7.46%, 5-year 2.18%, 10-year 3.89%.

BRCPX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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