BRPIX Mutual Fund

BRPIX Mutual Fund

NAV$8.24
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Returns Overview

1 Month
+0.36%
3 Months
-3.09%
6 Months
-6.10%
YTD
-7.03%
1 Year
-12.47%
3 Years (annualized)
-11.75%
5 Years (annualized)
-8.90%
10 Years (annualized)
-13.20%

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)
-7.03%
Peer Avg (YTD)
-0.65%
vs Peers
-6.38%

BRPIX Mutual Fund Performance

BRPIX performance across multiple time periods: 1-month 0.36%, YTD -7.03%, 1-year -12.47%, 3-year -11.75%, 5-year -8.90%, 10-year -13.20%.

BRPIX returns trail the peer average of -0.65% 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.