BRKUX Mutual Fund

BRKUX Mutual Fund

NAV$23.19
See how much of BRKUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.30%
3 Months
+0.26%
6 Months
+11.30%
YTD
+28.40%
1 Year
+43.25%
3 Years (annualized)
+26.73%
5 Years (annualized)
+10.77%
10 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRKUX 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)
+28.40%
Peer Avg (YTD)
+20.14%
vs Peers
+8.26%

BRKUX Mutual Fund Performance

BRKUX performance across multiple time periods: 1-month 3.30%, YTD 28.40%, 1-year 43.25%, 3-year 26.73%, 5-year 10.77%, 10-year 10.50%.

BRKUX returns outperform the peer average of 20.14% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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