BRPSX Mutual Fund

BRPSX Mutual Fund

NAV$7.26
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Returns Overview

1 Month
-2.25%
3 Months
-0.81%
6 Months
-9.57%
YTD
-9.57%
1 Year
-13.84%
3 Years (annualized)
-13.83%
5 Years (annualized)
-9.57%
10 Years (annualized)
+0.77%

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)
-9.57%
Peer Avg (YTD)
+6.77%
vs Peers
-16.34%

BRPSX Mutual Fund Performance

BRPSX performance across multiple time periods: 1-month -2.25%, YTD -9.57%, 1-year -13.84%, 3-year -13.83%, 5-year -9.57%, 10-year 0.77%.

BRPSX returns trail the peer average of 6.77% 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.