BRKTX Mutual Fund

BRKTX Mutual Fund

NAV$23.00
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Returns Overview

1 Month
-2.83%
3 Months
+5.84%
6 Months
+13.27%
YTD
+24.05%
1 Year
+40.96%
3 Years (annualized)
+22.58%
5 Years (annualized)
+10.38%
10 Years (annualized)
+10.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRKTX 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
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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%

BRKTX Mutual Fund Performance

BRKTX performance across multiple time periods: 1-month -2.83%, YTD 24.05%, 1-year 40.96%, 3-year 22.58%, 5-year 10.38%, 10-year 10.11%.

BRKTX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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