BRSIX Mutual Fund

BRSIX Mutual Fund

NAV$16.14
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Returns Overview

1 Month
+2.71%
3 Months
+23.97%
6 Months
+23.24%
YTD
+24.13%
1 Year
+56.22%
3 Years (annualized)
+22.35%
5 Years (annualized)
+4.99%
10 Years (annualized)
+11.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRSIX 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
CRSP Cap Based Portfolio 10 Index
This Mutual Fund (YTD)
+24.13%
Peer Avg (YTD)
+18.52%
vs Peers
+5.61%

BRSIX Mutual Fund Performance

BRSIX performance across multiple time periods: 1-month 2.71%, YTD 24.13%, 1-year 56.22%, 3-year 22.35%, 5-year 4.99%, 10-year 11.38%.

BRSIX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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