BRKTX Mutual Fund

BRKTX Mutual Fund

NAV$23.05
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Returns Overview

1 Month
+3.28%
3 Months
+0.17%
6 Months
+11.11%
YTD
+28.12%
1 Year
+42.85%
3 Years (annualized)
+26.41%
5 Years (annualized)
+10.50%
10 Years (annualized)
+10.22%

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
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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)
+28.12%
Peer Avg (YTD)
+20.14%
vs Peers
+7.98%

BRKTX Mutual Fund Performance

BRKTX performance across multiple time periods: 1-month 3.28%, YTD 28.12%, 1-year 42.85%, 3-year 26.41%, 5-year 10.50%, 10-year 10.22%.

BRKTX returns outperform the peer average of 20.14% 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.