BRKBX Mutual Fund

BRKBX Mutual Fund

NAV$20.77
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Returns Overview

1 Month
-7.21%
3 Months
-4.72%
6 Months
+0.62%
YTD
+15.27%
1 Year
+18.14%
3 Years (annualized)
+24.51%
5 Years (annualized)
+8.68%
10 Years (annualized)
+8.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRKBX 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)
+15.27%
Peer Avg (YTD)
+9.82%
vs Peers
+5.45%

BRKBX Mutual Fund Performance

BRKBX performance across multiple time periods: 1-month -7.21%, YTD 15.27%, 1-year 18.14%, 3-year 24.51%, 5-year 8.68%, 10-year 8.35%.

BRKBX returns outperform the peer average of 9.82% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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