BRIUX Mutual Fund

NAV$19.15
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Returns Overview

1 Month
+4.04%
3 Months
+12.20%
6 Months
+13.45%
YTD
+12.60%
1 Year
+19.13%
3 Years (annualized)
+14.19%
5 Years (annualized)
+5.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRIUX 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
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📉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

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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)
+12.60%
Peer Avg (YTD)
+11.24%
vs Peers
+1.35%

BRIUX Mutual Fund Performance

BRIUX performance across multiple time periods: 1-month 4.04%, YTD 12.60%, 1-year 19.13%, 3-year 14.19%, 5-year 5.21%.

BRIUX returns outperform the peer average of 11.24% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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