BRIAX Mutual Fund

NAV$86.84

Returns Overview

1 Month
+0.16%
3 Months
+4.10%
6 Months
+3.84%
YTD
+3.68%
1 Year
+8.74%
3 Years (annualized)
+8.83%
5 Years (annualized)
+3.25%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.68%
Peer Avg (YTD)
+7.64%
vs Peers
-3.96%

BRIAX Mutual Fund Performance

BRIAX performance across multiple time periods: 1-month 0.16%, YTD 3.68%, 1-year 8.74%, 3-year 8.83%, 5-year 3.25%.

BRIAX returns trail the peer average of 7.64% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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