BRKCX Mutual Fund

BRKCX Mutual Fund

NAV$23.09
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Returns Overview

1 Month
+3.17%
3 Months
-0.04%
6 Months
+10.70%
YTD
+27.49%
1 Year
+41.77%
3 Years (annualized)
+25.43%
5 Years (annualized)
+9.67%
10 Years (annualized)
+9.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRKCX 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)
+27.49%
Peer Avg (YTD)
+20.14%
vs Peers
+7.35%

BRKCX Mutual Fund Performance

BRKCX performance across multiple time periods: 1-month 3.17%, YTD 27.49%, 1-year 41.77%, 3-year 25.43%, 5-year 9.67%, 10-year 9.38%.

BRKCX returns outperform the peer average of 20.14% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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