BRLCX Mutual Fund

NAV$6.41

Returns Overview

1 Month
+0.66%
3 Months
+1.17%
6 Months
+1.89%
YTD
+1.89%
1 Year
+6.02%
3 Years (annualized)
+7.66%
5 Years (annualized)
+2.97%
10 Years (annualized)
+0.20%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Aggregate Index(^BLAI)
This Mutual Fund (YTD)
+1.89%
Peer Avg (YTD)
+3.23%
vs Peers
-1.34%

BRLCX Mutual Fund Performance

BRLCX performance across multiple time periods: 1-month 0.66%, YTD 1.89%, 1-year 6.02%, 3-year 7.66%, 5-year 2.97%, 10-year 0.20%.

BRLCX returns trail the peer average of 3.23% YTD. With an expense ratio of 2.21%, investors should weigh costs against performance when evaluating this mutual fund.

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