BRKVX Mutual Fund

NAV$22.47

Returns Overview

1 Month
-0.13%
3 Months
+24.10%
6 Months
+27.88%
YTD
+25.24%
1 Year
+48.88%
3 Years (annualized)
+25.97%
5 Years (annualized)
+10.05%
10 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRKVX 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)
+25.24%
Peer Avg (YTD)
+23.08%
vs Peers
+2.17%

BRKVX Mutual Fund Performance

BRKVX performance across multiple time periods: 1-month -0.13%, YTD 25.24%, 1-year 48.88%, 3-year 25.97%, 5-year 10.05%, 10-year 11.34%.

BRKVX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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