BRMPX Mutual Fund

BRMPX Mutual Fund

NAV$14.46
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Returns Overview

1 Month
-1.66%
3 Months
+1.65%
6 Months
+3.50%
YTD
+4.72%
1 Year
+11.13%
3 Years (annualized)
+9.74%
5 Years (annualized)
+4.36%
10 Years (annualized)
+6.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRMPX 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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+4.72%
Peer Avg (YTD)
+3.39%
vs Peers
+1.33%

BRMPX Mutual Fund Performance

BRMPX performance across multiple time periods: 1-month -1.66%, YTD 4.72%, 1-year 11.13%, 3-year 9.74%, 5-year 4.36%, 10-year 6.26%.

BRMPX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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