BRPSX Mutual Fund

BRPSX Mutual Fund

NAV$7.37
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Returns Overview

1 Month
+0.40%
3 Months
-3.33%
6 Months
-6.57%
YTD
-7.48%
1 Year
-13.32%
3 Years (annualized)
-12.69%
5 Years (annualized)
-9.80%
10 Years (annualized)
-14.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRPSX 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)
-7.48%
Peer Avg (YTD)
-0.65%
vs Peers
-6.84%

BRPSX Mutual Fund Performance

BRPSX performance across multiple time periods: 1-month 0.40%, YTD -7.48%, 1-year -13.32%, 3-year -12.69%, 5-year -9.80%, 10-year -14.06%.

BRPSX returns trail the peer average of -0.65% YTD. With an expense ratio of 2.78%, investors should weigh costs against performance when evaluating this mutual fund.

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