BRSDX Mutual Fund

BRSDX Mutual Fund

NAV$16.50
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Returns Overview

1 Month
-5.36%
3 Months
-6.44%
6 Months
+10.31%
YTD
+10.61%
1 Year
+12.84%
3 Years (annualized)
+11.81%
5 Years (annualized)
+4.48%
10 Years (annualized)
+8.45%

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
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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)
+10.61%
Peer Avg (YTD)
+10.34%
vs Peers
+0.27%

BRSDX Mutual Fund Performance

BRSDX performance across multiple time periods: 1-month -5.36%, YTD 10.61%, 1-year 12.84%, 3-year 11.81%, 5-year 4.48%, 10-year 8.45%.

BRSDX returns outperform the peer average of 10.34% 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.