BRKSX Mutual Fund

BRKSX Mutual Fund

NAV$21.01
See how much of BRKSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.17%
3 Months
-4.58%
6 Months
+0.90%
YTD
+15.76%
1 Year
+18.76%
3 Years (annualized)
+25.13%
5 Years (annualized)
+9.23%
10 Years (annualized)
+8.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRKSX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net div)
This Mutual Fund (YTD)
+15.76%
Peer Avg (YTD)
+9.82%
vs Peers
+5.94%

BRKSX Mutual Fund Performance

BRKSX performance across multiple time periods: 1-month -7.17%, YTD 15.76%, 1-year 18.76%, 3-year 25.13%, 5-year 9.23%, 10-year 8.90%.

BRKSX returns outperform the peer average of 9.82% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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