BREAX Mutual Fund

NAV$32.29

Returns Overview

1 Month
-5.89%
3 Months
-2.57%
6 Months
+3.50%
YTD
+6.60%
1 Year
+18.78%
3 Years (annualized)
+3.61%
5 Years (annualized)
+7.29%
10 Years (annualized)
+4.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BREAX 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
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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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.60%
Peer Avg (YTD)
+14.31%
vs Peers
-7.71%

BREAX Mutual Fund Performance

BREAX performance across multiple time periods: 1-month -5.89%, YTD 6.60%, 1-year 18.78%, 3-year 3.61%, 5-year 7.29%, 10-year 4.91%.

BREAX returns trail the peer average of 14.31% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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