BRLGX Mutual Fund

BRLGX Mutual Fund

NAV$45.03
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Returns Overview

1 Month
+4.68%
3 Months
+4.86%
6 Months
+26.62%
YTD
+21.42%
1 Year
+28.60%
3 Years (annualized)
+23.43%
5 Years (annualized)
+18.65%
10 Years (annualized)
+20.83%

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)
+21.42%
Peer Avg (YTD)
+8.51%
vs Peers
+12.91%

BRLGX Mutual Fund Performance

BRLGX performance across multiple time periods: 1-month 4.68%, YTD 21.42%, 1-year 28.60%, 3-year 23.43%, 5-year 18.65%, 10-year 20.83%.

BRLGX returns outperform the peer average of 8.51% 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.