BRKRX Mutual Fund

BRKRX Mutual Fund

NAV$22.82
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Returns Overview

1 Month
-2.81%
3 Months
+5.83%
6 Months
+13.25%
YTD
+24.05%
1 Year
+40.92%
3 Years (annualized)
+22.59%
5 Years (annualized)
+10.39%
10 Years (annualized)
+9.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRKRX 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)
+24.05%
Peer Avg (YTD)
+17.66%
vs Peers
+6.39%

BRKRX Mutual Fund Performance

BRKRX performance across multiple time periods: 1-month -2.81%, YTD 24.05%, 1-year 40.92%, 3-year 22.59%, 5-year 10.39%, 10-year 9.75%.

BRKRX 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.

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