BRGKX Mutual Fund

BRGKX Mutual Fund

NAV$48.56
See how much of BRGKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.81%
3 Months
+1.55%
6 Months
+11.33%
YTD
+12.99%
1 Year
+19.69%
3 Years (annualized)
+18.45%
5 Years (annualized)
+9.90%
10 Years (annualized)
+12.37%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+12.99%
Peer Avg (YTD)
+11.21%
vs Peers
+1.78%

BRGKX Mutual Fund Performance

BRGKX performance across multiple time periods: 1-month 2.81%, YTD 12.99%, 1-year 19.69%, 3-year 18.45%, 5-year 9.90%, 10-year 12.37%.

BRGKX returns outperform the peer average of 11.21% 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.