BRKUX Mutual Fund

NAV$22.46

Returns Overview

1 Month
-0.17%
3 Months
+23.99%
6 Months
+27.84%
YTD
+25.14%
1 Year
+48.74%
3 Years (annualized)
+25.87%
5 Years (annualized)
+9.95%
10 Years (annualized)
+11.24%

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

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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)
+25.14%
Peer Avg (YTD)
+23.08%
vs Peers
+2.06%

BRKUX Mutual Fund Performance

BRKUX performance across multiple time periods: 1-month -0.17%, YTD 25.14%, 1-year 48.74%, 3-year 25.87%, 5-year 9.95%, 10-year 11.24%.

BRKUX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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