BRIAX Mutual Fund

BRIAX Mutual Fund

NAV$86.23
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Returns Overview

1 Month
+0.26%
3 Months
+1.28%
6 Months
+2.53%
YTD
+3.95%
1 Year
+8.85%
3 Years (annualized)
+8.60%
5 Years (annualized)
+3.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRIAX 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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.95%
Peer Avg (YTD)
+6.99%
vs Peers
-3.04%

BRIAX Mutual Fund Performance

BRIAX performance across multiple time periods: 1-month 0.26%, YTD 3.95%, 1-year 8.85%, 3-year 8.60%, 5-year 3.90%.

BRIAX returns trail the peer average of 6.99% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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