BROCX Mutual Fund

NAV$24.39

Returns Overview

1 Month
+0.54%
3 Months
+9.27%
6 Months
+10.57%
YTD
+9.37%
1 Year
+20.25%
3 Years (annualized)
+17.14%
5 Years (annualized)
+9.65%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BROCX 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)
+9.37%
Peer Avg (YTD)
+9.13%
vs Peers
+0.23%

BROCX Mutual Fund Performance

BROCX performance across multiple time periods: 1-month 0.54%, YTD 9.37%, 1-year 20.25%, 3-year 17.14%, 5-year 9.65%, 10-year 9.15%.

BROCX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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