BRLMX Mutual Fund

NAV$6.45

Returns Overview

1 Month
+0.74%
3 Months
+1.42%
6 Months
+2.54%
YTD
+2.54%
1 Year
+7.04%
3 Years (annualized)
+8.77%
5 Years (annualized)
+4.05%
10 Years (annualized)
+1.23%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Aggregate Index(^BLAI)
This Mutual Fund (YTD)
+2.54%
Peer Avg (YTD)
+3.23%
vs Peers
-0.69%

BRLMX Mutual Fund Performance

BRLMX performance across multiple time periods: 1-month 0.74%, YTD 2.54%, 1-year 7.04%, 3-year 8.77%, 5-year 4.05%, 10-year 1.23%.

BRLMX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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