BRPIX Mutual Fund

BRPIX Mutual Fund

NAV$8.49
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Returns Overview

1 Month
+1.32%
3 Months
-0.35%
6 Months
-3.43%
YTD
-7.35%
1 Year
-6.83%
3 Years (annualized)
-14.87%
5 Years (annualized)
-7.95%
10 Years (annualized)
+1.78%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-7.35%
Peer Avg (YTD)
+1.16%
vs Peers
-8.51%

BRPIX Mutual Fund Performance

BRPIX performance across multiple time periods: 1-month 1.32%, YTD -7.35%, 1-year -6.83%, 3-year -14.87%, 5-year -7.95%, 10-year 1.78%.

BRPIX returns trail the peer average of 1.16% 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.