BRSDX Mutual Fund

NAV$17.08

Returns Overview

1 Month
+4.51%
3 Months
+17.91%
6 Months
+19.04%
YTD
+18.23%
1 Year
+31.31%
3 Years (annualized)
+13.21%
5 Years (annualized)
+9.08%
10 Years (annualized)
+11.82%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.23%
Peer Avg (YTD)
+18.52%
vs Peers
-0.29%

BRSDX Mutual Fund Performance

BRSDX performance across multiple time periods: 1-month 4.51%, YTD 18.23%, 1-year 31.31%, 3-year 13.21%, 5-year 9.08%, 10-year 11.82%.

BRSDX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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