BRMKX Mutual Fund

BRMKX Mutual Fund

NAV$17.57
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Returns Overview

1 Month
+1.81%
3 Months
+4.31%
6 Months
+9.05%
YTD
+16.73%
1 Year
+17.91%
3 Years (annualized)
+16.81%
5 Years (annualized)
+8.06%
10 Years (annualized)
+11.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRMKX 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 Midcap Index(^RMCC)
This Mutual Fund (YTD)
+16.73%
Peer Avg (YTD)
+9.89%
vs Peers
+6.84%

BRMKX Mutual Fund Performance

BRMKX performance across multiple time periods: 1-month 1.81%, YTD 16.73%, 1-year 17.91%, 3-year 16.81%, 5-year 8.06%, 10-year 11.65%.

BRMKX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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