BRLMX Mutual Fund

BRLMX Mutual Fund

NAV$6.29
See how much of BRLMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.54%
3 Months
+0.53%
6 Months
-0.02%
YTD
+2.33%
1 Year
+4.67%
3 Years (annualized)
+7.97%
5 Years (annualized)
+3.81%
10 Years (annualized)
+0.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRLMX 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)
+2.33%
Peer Avg (YTD)
+2.15%
vs Peers
+0.17%

BRLMX Mutual Fund Performance

BRLMX performance across multiple time periods: 1-month 0.54%, YTD 2.33%, 1-year 4.67%, 3-year 7.97%, 5-year 3.81%, 10-year 0.95%.

BRLMX returns outperform the peer average of 2.15% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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