BRMAX Mutual Fund

NAV$18.06

Returns Overview

1 Month
+3.09%
3 Months
+13.76%
6 Months
+15.16%
YTD
+13.91%
1 Year
+21.31%
3 Years (annualized)
+15.51%
5 Years (annualized)
+7.83%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRMAX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+13.91%
Peer Avg (YTD)
+10.82%
vs Peers
+3.09%

BRMAX Mutual Fund Performance

BRMAX performance across multiple time periods: 1-month 3.09%, YTD 13.91%, 1-year 21.31%, 3-year 15.51%, 5-year 7.83%, 10-year 11.48%.

BRMAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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