BRLVX Mutual Fund

BRLVX Mutual Fund

NAV$30.83
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Returns Overview

1 Month
+3.51%
3 Months
+8.88%
6 Months
+16.10%
YTD
+25.03%
1 Year
+37.91%
3 Years (annualized)
+23.93%
5 Years (annualized)
+13.53%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRLVX 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 Value Index(RLV)
This Mutual Fund (YTD)
+25.03%
Peer Avg (YTD)
+12.44%
vs Peers
+12.59%

BRLVX Mutual Fund Performance

BRLVX performance across multiple time periods: 1-month 3.51%, YTD 25.03%, 1-year 37.91%, 3-year 23.93%, 5-year 13.53%, 10-year 11.51%.

BRLVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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