BRCRX Mutual Fund

NAV$7.98

Returns Overview

1 Month
-10.07%
3 Months
-8.52%
6 Months
+17.06%
YTD
+17.25%
1 Year
+32.85%
3 Years (annualized)
+13.88%
5 Years (annualized)
+9.11%
10 Years (annualized)
+5.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRCRX 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)
+17.25%
Peer Avg (YTD)
+8.71%
vs Peers
+8.53%

BRCRX Mutual Fund Performance

BRCRX performance across multiple time periods: 1-month -10.07%, YTD 17.25%, 1-year 32.85%, 3-year 13.88%, 5-year 9.11%, 10-year 5.81%.

BRCRX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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