BRSJX Mutual Fund

BRSJX Mutual Fund

NAV$16.76
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Returns Overview

1 Month
+2.66%
3 Months
+3.33%
6 Months
+9.93%
YTD
+17.04%
1 Year
+20.13%
3 Years (annualized)
+12.32%
5 Years (annualized)
+5.28%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRSJX 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)
+17.04%
Peer Avg (YTD)
+15.20%
vs Peers
+1.84%

BRSJX Mutual Fund Performance

BRSJX performance across multiple time periods: 1-month 2.66%, YTD 17.04%, 1-year 20.13%, 3-year 12.32%, 5-year 5.28%, 10-year 9.17%.

BRSJX returns outperform the peer average of 15.20% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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