BRCRX Mutual Fund

BRCRX Mutual Fund

NAV$8.70
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Returns Overview

1 Month
+8.90%
3 Months
+5.46%
6 Months
+20.19%
YTD
+37.50%
1 Year
+50.16%
3 Years (annualized)
+17.87%
5 Years (annualized)
+12.89%
10 Years (annualized)
+8.31%

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)
+37.50%
Peer Avg (YTD)
+24.08%
vs Peers
+13.42%

BRCRX Mutual Fund Performance

BRCRX performance across multiple time periods: 1-month 8.90%, YTD 37.50%, 1-year 50.16%, 3-year 17.87%, 5-year 12.89%, 10-year 8.31%.

BRCRX returns outperform the peer average of 24.08% 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.