BRKCX Mutual Fund

NAV$22.15

Returns Overview

1 Month
-0.26%
3 Months
+23.75%
6 Months
+27.21%
YTD
+24.56%
1 Year
+47.21%
3 Years (annualized)
+24.63%
5 Years (annualized)
+8.86%
10 Years (annualized)
+10.44%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net div)
This Mutual Fund (YTD)
+24.56%
Peer Avg (YTD)
+23.08%
vs Peers
+1.49%

BRKCX Mutual Fund Performance

BRKCX performance across multiple time periods: 1-month -0.26%, YTD 24.56%, 1-year 47.21%, 3-year 24.63%, 5-year 8.86%, 10-year 10.44%.

BRKCX 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.

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