BRSJX Mutual Fund

NAV$17.28

Returns Overview

1 Month
+4.52%
3 Months
+17.99%
6 Months
+19.19%
YTD
+18.38%
1 Year
+31.67%
3 Years (annualized)
+13.49%
5 Years (annualized)
+6.03%
10 Years (annualized)
+10.00%

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
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)
+18.38%
Peer Avg (YTD)
+18.52%
vs Peers
-0.14%

BRSJX Mutual Fund Performance

BRSJX performance across multiple time periods: 1-month 4.52%, YTD 18.38%, 1-year 31.67%, 3-year 13.49%, 5-year 6.03%, 10-year 10.00%.

BRSJX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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