BRKVX Mutual Fund

BRKVX Mutual Fund

NAV$23.56
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Returns Overview

1 Month
-2.82%
3 Months
+5.90%
6 Months
+13.46%
YTD
+24.28%
1 Year
+41.40%
3 Years (annualized)
+23.02%
5 Years (annualized)
+10.75%
10 Years (annualized)
+10.50%

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
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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)
+24.28%
Peer Avg (YTD)
+17.66%
vs Peers
+6.62%

BRKVX Mutual Fund Performance

BRKVX performance across multiple time periods: 1-month -2.82%, YTD 24.28%, 1-year 41.40%, 3-year 23.02%, 5-year 10.75%, 10-year 10.50%.

BRKVX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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