BRPIX Mutual Fund

BRPIX Mutual Fund

NAV$8.32
See how much of BRPIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.36%
3 Months
-0.72%
6 Months
-9.32%
YTD
-9.22%
1 Year
-13.16%
3 Years (annualized)
-13.11%
5 Years (annualized)
-8.78%
10 Years (annualized)
+1.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRPIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-9.22%
Peer Avg (YTD)
+6.77%
vs Peers
-15.99%

BRPIX Mutual Fund Performance

BRPIX performance across multiple time periods: 1-month -2.36%, YTD -9.22%, 1-year -13.16%, 3-year -13.11%, 5-year -8.78%, 10-year 1.72%.

BRPIX returns trail the peer average of 6.77% YTD. With an expense ratio of 1.78%, investors should weigh costs against performance when evaluating this mutual fund.

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