BRKBX Mutual Fund

NAV$22.07

Returns Overview

1 Month
-0.26%
3 Months
+23.74%
6 Months
+27.22%
YTD
+24.56%
1 Year
+47.23%
3 Years (annualized)
+24.62%
5 Years (annualized)
+8.87%
10 Years (annualized)
+10.07%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net div)
This Mutual Fund (YTD)
+24.56%
Peer Avg (YTD)
+23.08%
vs Peers
+1.48%

BRKBX Mutual Fund Performance

BRKBX performance across multiple time periods: 1-month -0.26%, YTD 24.56%, 1-year 47.23%, 3-year 24.62%, 5-year 8.87%, 10-year 10.07%.

BRKBX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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