BRSBX Mutual Fund

BRSBX Mutual Fund

NAV$16.40
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Returns Overview

1 Month
-3.76%
3 Months
+1.08%
6 Months
+9.23%
YTD
+13.38%
1 Year
+24.50%
3 Years (annualized)
+8.96%
5 Years (annualized)
+4.56%
10 Years (annualized)
+8.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRSBX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.38%
Peer Avg (YTD)
+15.31%
vs Peers
-1.93%

BRSBX Mutual Fund Performance

BRSBX performance across multiple time periods: 1-month -3.76%, YTD 13.38%, 1-year 24.50%, 3-year 8.96%, 5-year 4.56%, 10-year 8.12%.

BRSBX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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