BRSHX Mutual Fund

NAV$16.38

Returns Overview

1 Month
+4.46%
3 Months
+17.72%
6 Months
+18.66%
YTD
+17.80%
1 Year
+30.37%
3 Years (annualized)
+12.36%
5 Years (annualized)
+8.38%
10 Years (annualized)
+11.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRSHX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+17.80%
Peer Avg (YTD)
+18.52%
vs Peers
-0.72%

BRSHX Mutual Fund Performance

BRSHX performance across multiple time periods: 1-month 4.46%, YTD 17.80%, 1-year 30.37%, 3-year 12.36%, 5-year 8.38%, 10-year 11.06%.

BRSHX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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