BRCRX Mutual Fund

BRCRX Mutual Fund

NAV$8.58
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Returns Overview

1 Month
+7.69%
3 Months
-6.01%
6 Months
+16.33%
YTD
+26.27%
1 Year
+41.30%
3 Years (annualized)
+14.56%
5 Years (annualized)
+10.45%
10 Years (annualized)
+6.90%

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
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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 Global Aggregate Index
This Mutual Fund (YTD)
+26.27%
Peer Avg (YTD)
+14.43%
vs Peers
+11.84%

BRCRX Mutual Fund Performance

BRCRX performance across multiple time periods: 1-month 7.69%, YTD 26.27%, 1-year 41.30%, 3-year 14.56%, 5-year 10.45%, 10-year 6.90%.

BRCRX returns outperform the peer average of 14.43% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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