BRKUX Mutual Fund

BRKUX Mutual Fund

NAV$23.13
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Returns Overview

1 Month
-2.78%
3 Months
+5.91%
6 Months
+13.41%
YTD
+24.29%
1 Year
+41.32%
3 Years (annualized)
+22.88%
5 Years (annualized)
+10.64%
10 Years (annualized)
+10.39%

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
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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)
+24.29%
Peer Avg (YTD)
+17.66%
vs Peers
+6.63%

BRKUX Mutual Fund Performance

BRKUX performance across multiple time periods: 1-month -2.78%, YTD 24.29%, 1-year 41.32%, 3-year 22.88%, 5-year 10.64%, 10-year 10.39%.

BRKUX returns outperform the peer average of 17.66% 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.