BRMKX Mutual Fund

NAV$17.98

Returns Overview

1 Month
+3.07%
3 Months
+13.79%
6 Months
+15.34%
YTD
+14.01%
1 Year
+21.64%
3 Years (annualized)
+15.88%
5 Years (annualized)
+8.17%
10 Years (annualized)
+11.81%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+14.01%
Peer Avg (YTD)
+10.82%
vs Peers
+3.20%

BRMKX Mutual Fund Performance

BRMKX performance across multiple time periods: 1-month 3.07%, YTD 14.01%, 1-year 21.64%, 3-year 15.88%, 5-year 8.17%, 10-year 11.81%.

BRMKX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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