BRICX Mutual Fund

BRICX Mutual Fund

NAV$83.72
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Returns Overview

1 Month
-2.64%
3 Months
-1.43%
6 Months
+2.66%
YTD
+2.31%
1 Year
+4.12%
3 Years (annualized)
+9.91%
5 Years (annualized)
+4.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRICX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.31%
Peer Avg (YTD)
+7.09%
vs Peers
-4.77%

BRICX Mutual Fund Performance

BRICX performance across multiple time periods: 1-month -2.64%, YTD 2.31%, 1-year 4.12%, 3-year 9.91%, 5-year 4.26%.

BRICX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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