BRIFX Mutual Fund

BRIFX Mutual Fund

NAV$18.62
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Returns Overview

1 Month
+0.26%
3 Months
+3.97%
6 Months
+12.40%
YTD
+12.73%
1 Year
+18.11%
3 Years (annualized)
+12.66%
5 Years (annualized)
+4.63%

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
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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
MSCI US REIT Index(RMS N)
This Mutual Fund (YTD)
+12.73%
Peer Avg (YTD)
+12.53%
vs Peers
+0.20%

BRIFX Mutual Fund Performance

BRIFX performance across multiple time periods: 1-month 0.26%, YTD 12.73%, 1-year 18.11%, 3-year 12.66%, 5-year 4.63%.

BRIFX returns outperform the peer average of 12.53% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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