BRECX Mutual Fund

NAV$27.39

Returns Overview

1 Month
-5.90%
3 Months
-2.55%
6 Months
+3.32%
YTD
+6.15%
1 Year
+18.13%
3 Years (annualized)
+2.90%
5 Years (annualized)
+6.53%
10 Years (annualized)
+4.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRECX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.15%
Peer Avg (YTD)
+14.31%
vs Peers
-8.16%

BRECX Mutual Fund Performance

BRECX performance across multiple time periods: 1-month -5.90%, YTD 6.15%, 1-year 18.13%, 3-year 2.90%, 5-year 6.53%, 10-year 4.15%.

BRECX returns trail the peer average of 14.31% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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