BROKX Mutual Fund

NAV$25.70

Returns Overview

1 Month
+0.63%
3 Months
+9.58%
6 Months
+11.15%
YTD
+9.91%
1 Year
+21.51%
3 Years (annualized)
+18.38%
5 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BROKX 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)
+9.91%
Peer Avg (YTD)
+9.13%
vs Peers
+0.78%

BROKX Mutual Fund Performance

BROKX performance across multiple time periods: 1-month 0.63%, YTD 9.91%, 1-year 21.51%, 3-year 18.38%, 5-year 11.37%.

BROKX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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