BRIFX Mutual Fund

NAV$18.80

Returns Overview

1 Month
+3.98%
3 Months
+12.10%
6 Months
+13.30%
YTD
+12.43%
1 Year
+18.75%
3 Years (annualized)
+13.39%
5 Years (annualized)
+4.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRIFX 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

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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
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
+12.43%
Peer Avg (YTD)
+11.24%
vs Peers
+1.19%

BRIFX Mutual Fund Performance

BRIFX performance across multiple time periods: 1-month 3.98%, YTD 12.43%, 1-year 18.75%, 3-year 13.39%, 5-year 4.64%.

BRIFX returns outperform the peer average of 11.24% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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