BRLGX Mutual Fund

BRLGX Mutual Fund

NAV$42.42
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Returns Overview

1 Month
-1.34%
3 Months
+10.17%
6 Months
+17.03%
YTD
+15.99%
1 Year
+23.33%
3 Years (annualized)
+21.11%
5 Years (annualized)
+11.85%
10 Years (annualized)
+15.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRLGX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+15.99%
Peer Avg (YTD)
+6.23%
vs Peers
+9.76%

BRLGX Mutual Fund Performance

BRLGX performance across multiple time periods: 1-month -1.34%, YTD 15.99%, 1-year 23.33%, 3-year 21.11%, 5-year 11.85%, 10-year 15.93%.

BRLGX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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