BRMPX Mutual Fund

NAV$14.41

Returns Overview

1 Month
+0.21%
3 Months
+8.33%
6 Months
+6.81%
YTD
+6.49%
1 Year
+13.60%
3 Years (annualized)
+10.76%
5 Years (annualized)
+4.79%
10 Years (annualized)
+6.63%

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
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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+6.49%
Peer Avg (YTD)
+4.14%
vs Peers
+2.35%

BRMPX Mutual Fund Performance

BRMPX performance across multiple time periods: 1-month 0.21%, YTD 6.49%, 1-year 13.60%, 3-year 10.76%, 5-year 4.79%, 10-year 6.63%.

BRMPX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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