BRSJX Mutual Fund

BRSJX Mutual Fund

NAV$17.54
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Returns Overview

1 Month
-3.70%
3 Months
+1.32%
6 Months
+9.72%
YTD
+14.01%
1 Year
+25.74%
3 Years (annualized)
+10.03%
5 Years (annualized)
+5.53%
10 Years (annualized)
+9.09%

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)
+14.01%
Peer Avg (YTD)
+15.31%
vs Peers
-1.30%

BRSJX Mutual Fund Performance

BRSJX performance across multiple time periods: 1-month -3.70%, YTD 14.01%, 1-year 25.74%, 3-year 10.03%, 5-year 5.53%, 10-year 9.09%.

BRSJX returns trail the peer average of 15.31% 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.