BROAX Mutual Fund

NAV$25.32

Returns Overview

1 Month
+0.64%
3 Months
+9.55%
6 Months
+11.05%
YTD
+9.79%
1 Year
+21.17%
3 Years (annualized)
+18.04%
5 Years (annualized)
+10.48%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BROAX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.79%
Peer Avg (YTD)
+9.13%
vs Peers
+0.65%

BROAX Mutual Fund Performance

BROAX performance across multiple time periods: 1-month 0.64%, YTD 9.79%, 1-year 21.17%, 3-year 18.04%, 5-year 10.48%, 10-year 9.98%.

BROAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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