BRSPX Mutual Fund

NAV$16.11

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)
+8.42%
10 Years (annualized)
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRSPX 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)
+17.80%
Peer Avg (YTD)
+18.52%
vs Peers
-0.72%

BRSPX Mutual Fund Performance

BRSPX performance across multiple time periods: 1-month 4.46%, YTD 17.80%, 1-year 30.37%, 3-year 12.36%, 5-year 8.42%, 10-year 11.52%.

BRSPX 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.

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