BRGKX Mutual Fund

BRGKX Mutual Fund

NAV$48.10
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Returns Overview

1 Month
-0.36%
3 Months
+4.17%
6 Months
+8.40%
YTD
+9.57%
1 Year
+18.86%
3 Years (annualized)
+18.91%
5 Years (annualized)
+12.07%
10 Years (annualized)
+14.74%

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
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.57%
Peer Avg (YTD)
+9.41%
vs Peers
+0.16%

BRGKX Mutual Fund Performance

BRGKX performance across multiple time periods: 1-month -0.36%, YTD 9.57%, 1-year 18.86%, 3-year 18.91%, 5-year 12.07%, 10-year 14.74%.

BRGKX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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