BRLCX Mutual Fund

BRLCX Mutual Fund

NAV$6.26
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Returns Overview

1 Month
+0.46%
3 Months
+0.44%
6 Months
-0.36%
YTD
+1.66%
1 Year
+3.66%
3 Years (annualized)
+6.92%
5 Years (annualized)
+2.79%
10 Years (annualized)
-0.06%

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
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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
Bloomberg Aggregate Index(^BLAI)
This Mutual Fund (YTD)
+1.66%
Peer Avg (YTD)
+2.15%
vs Peers
-0.49%

BRLCX Mutual Fund Performance

BRLCX performance across multiple time periods: 1-month 0.46%, YTD 1.66%, 1-year 3.66%, 3-year 6.92%, 5-year 2.79%, 10-year -0.06%.

BRLCX returns trail the peer average of 2.15% 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.