BROCX Mutual Fund

BROCX Mutual Fund

NAV$23.56
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Returns Overview

1 Month
+1.60%
3 Months
+3.71%
6 Months
+4.05%
YTD
+14.05%
1 Year
+21.91%
3 Years (annualized)
+18.90%
5 Years (annualized)
+9.98%
10 Years (annualized)
+8.91%

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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+14.05%
Peer Avg (YTD)
+10.17%
vs Peers
+3.88%

BROCX Mutual Fund Performance

BROCX performance across multiple time periods: 1-month 1.60%, YTD 14.05%, 1-year 21.91%, 3-year 18.90%, 5-year 9.98%, 10-year 8.91%.

BROCX returns outperform the peer average of 10.17% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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