BRKAX Mutual Fund

BRKAX Mutual Fund

NAV$23.08
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Returns Overview

1 Month
+3.27%
3 Months
+0.17%
6 Months
+11.09%
YTD
+28.14%
1 Year
+42.83%
3 Years (annualized)
+29.36%
5 Years (annualized)
+13.38%
10 Years (annualized)
+13.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRKAX 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 Emerging Markets Index (net div)
This Mutual Fund (YTD)
+28.14%
Peer Avg (YTD)
+20.14%
vs Peers
+8.00%

BRKAX Mutual Fund Performance

BRKAX performance across multiple time periods: 1-month 3.27%, YTD 28.14%, 1-year 42.83%, 3-year 29.36%, 5-year 13.38%, 10-year 13.10%.

BRKAX returns outperform the peer average of 20.14% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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