BRLCX Mutual Fund

BRLCX Mutual Fund

NAV$6.43
See how much of BRLCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.68%
3 Months
-0.03%
6 Months
+0.58%
YTD
+1.20%
1 Year
+4.38%
3 Years (annualized)
+7.10%
5 Years (annualized)
+2.76%
10 Years (annualized)
-0.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRLCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Aggregate Index(^BLAI)
This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+0.12%
vs Peers
+1.08%

BRLCX Mutual Fund Performance

BRLCX performance across multiple time periods: 1-month -0.68%, YTD 1.20%, 1-year 4.38%, 3-year 7.10%, 5-year 2.76%, 10-year -0.03%.

BRLCX returns outperform the peer average of 0.12% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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