BRKBX Mutual Fund

BRKBX Mutual Fund

NAV$22.68
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Returns Overview

1 Month
-2.87%
3 Months
+5.61%
6 Months
+12.87%
YTD
+23.57%
1 Year
+39.88%
3 Years (annualized)
+21.66%
5 Years (annualized)
+9.55%
10 Years (annualized)
+9.23%

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)
+23.57%
Peer Avg (YTD)
+17.66%
vs Peers
+5.91%

BRKBX Mutual Fund Performance

BRKBX performance across multiple time periods: 1-month -2.87%, YTD 23.57%, 1-year 39.88%, 3-year 21.66%, 5-year 9.55%, 10-year 9.23%.

BRKBX returns outperform the peer average of 17.66% 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.