BRGKX Mutual Fund

NAV$48.01

Returns Overview

1 Month
-0.52%
3 Months
+15.11%
6 Months
+10.30%
YTD
+9.97%
1 Year
+21.93%
3 Years (annualized)
+20.40%
5 Years (annualized)
+12.61%
10 Years (annualized)
+14.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRGKX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.97%
Peer Avg (YTD)
+9.51%
vs Peers
+0.46%

BRGKX Mutual Fund Performance

BRGKX performance across multiple time periods: 1-month -0.52%, YTD 9.97%, 1-year 21.93%, 3-year 20.40%, 5-year 12.61%, 10-year 14.99%.

BRGKX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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