BRKSX Mutual Fund

NAV$22.30

Returns Overview

1 Month
-0.22%
3 Months
+23.92%
6 Months
+27.51%
YTD
+24.86%
1 Year
+47.96%
3 Years (annualized)
+25.23%
5 Years (annualized)
+9.41%
10 Years (annualized)
+10.69%

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

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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)
+24.86%
Peer Avg (YTD)
+23.08%
vs Peers
+1.79%

BRKSX Mutual Fund Performance

BRKSX performance across multiple time periods: 1-month -0.22%, YTD 24.86%, 1-year 47.96%, 3-year 25.23%, 5-year 9.41%, 10-year 10.69%.

BRKSX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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