BROIX Mutual Fund

BROIX Mutual Fund

NAV$24.39
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Returns Overview

1 Month
+1.68%
3 Months
+4.00%
6 Months
+4.58%
YTD
+14.84%
1 Year
+23.13%
3 Years (annualized)
+20.09%
5 Years (annualized)
+11.10%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BROIX 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
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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)
+14.84%
Peer Avg (YTD)
+10.17%
vs Peers
+4.67%

BROIX Mutual Fund Performance

BROIX performance across multiple time periods: 1-month 1.68%, YTD 14.84%, 1-year 23.13%, 3-year 20.09%, 5-year 11.10%, 10-year 10.01%.

BROIX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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