BRKIX Mutual Fund

BRKIX Mutual Fund

NAV$23.03
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Returns Overview

1 Month
-2.79%
3 Months
+5.88%
6 Months
+13.40%
YTD
+24.25%
1 Year
+41.27%
3 Years (annualized)
+22.90%
5 Years (annualized)
+10.64%
10 Years (annualized)
+10.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRKIX 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)
+24.25%
Peer Avg (YTD)
+17.66%
vs Peers
+6.59%

BRKIX Mutual Fund Performance

BRKIX performance across multiple time periods: 1-month -2.79%, YTD 24.25%, 1-year 41.27%, 3-year 22.90%, 5-year 10.64%, 10-year 10.17%.

BRKIX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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