BRLAX Mutual Fund

NAV$6.44

Returns Overview

1 Month
+0.56%
3 Months
+1.20%
6 Months
+2.26%
YTD
+2.26%
1 Year
+6.62%
3 Years (annualized)
+8.44%
5 Years (annualized)
+3.75%
10 Years (annualized)
+0.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRLAX 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
Bloomberg Aggregate Index(^BLAI)
This Mutual Fund (YTD)
+2.26%
Peer Avg (YTD)
+3.23%
vs Peers
-0.97%

BRLAX Mutual Fund Performance

BRLAX performance across multiple time periods: 1-month 0.56%, YTD 2.26%, 1-year 6.62%, 3-year 8.44%, 5-year 3.75%, 10-year 0.95%.

BRLAX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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