BRICX Mutual Fund

BRICX Mutual Fund

NAV$86.26
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Returns Overview

1 Month
+0.28%
3 Months
+1.33%
6 Months
+2.64%
YTD
+4.09%
1 Year
+9.11%
3 Years (annualized)
+9.11%
5 Years (annualized)
+4.30%

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)
+4.09%
Peer Avg (YTD)
+6.99%
vs Peers
-2.90%

BRICX Mutual Fund Performance

BRICX performance across multiple time periods: 1-month 0.28%, YTD 4.09%, 1-year 9.11%, 3-year 9.11%, 5-year 4.30%.

BRICX returns trail the peer average of 6.99% 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.