BROKX Mutual Fund

BROKX Mutual Fund

NAV$24.55
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Returns Overview

1 Month
+1.68%
3 Months
+3.98%
6 Months
+4.60%
YTD
+14.85%
1 Year
+23.17%
3 Years (annualized)
+20.16%
5 Years (annualized)
+11.14%
10 Years (annualized)
+10.08%

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
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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)
+14.85%
Peer Avg (YTD)
+10.17%
vs Peers
+4.68%

BROKX Mutual Fund Performance

BROKX performance across multiple time periods: 1-month 1.68%, YTD 14.85%, 1-year 23.17%, 3-year 20.16%, 5-year 11.14%, 10-year 10.08%.

BROKX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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