BRKSX Mutual Fund

BRKSX Mutual Fund

NAV$22.97
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Returns Overview

1 Month
-2.84%
3 Months
+5.75%
6 Months
+13.12%
YTD
+23.89%
1 Year
+40.56%
3 Years (annualized)
+22.31%
5 Years (annualized)
+10.11%
10 Years (annualized)
+9.85%

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
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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)
+23.89%
Peer Avg (YTD)
+17.66%
vs Peers
+6.23%

BRKSX Mutual Fund Performance

BRKSX performance across multiple time periods: 1-month -2.84%, YTD 23.89%, 1-year 40.56%, 3-year 22.31%, 5-year 10.11%, 10-year 9.85%.

BRKSX returns outperform the peer average of 17.66% 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.