BRSDX Mutual Fund

BRSDX Mutual Fund

NAV$17.33
See how much of BRSDX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.74%
3 Months
+1.21%
6 Months
+9.56%
YTD
+13.81%
1 Year
+25.42%
3 Years (annualized)
+9.74%
5 Years (annualized)
+5.33%
10 Years (annualized)
+8.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRSDX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.81%
Peer Avg (YTD)
+15.31%
vs Peers
-1.50%

BRSDX Mutual Fund Performance

BRSDX performance across multiple time periods: 1-month -3.74%, YTD 13.81%, 1-year 25.42%, 3-year 9.74%, 5-year 5.33%, 10-year 8.94%.

BRSDX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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