BRSSX Mutual Fund

BRSSX Mutual Fund

NAV$16.48
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Returns Overview

1 Month
+2.59%
3 Months
+3.21%
6 Months
+9.65%
YTD
+16.63%
1 Year
+19.55%
3 Years (annualized)
+11.78%
5 Years (annualized)
+4.81%
10 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRSSX 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)
+16.63%
Peer Avg (YTD)
+15.20%
vs Peers
+1.44%

BRSSX Mutual Fund Performance

BRSSX performance across multiple time periods: 1-month 2.59%, YTD 16.63%, 1-year 19.55%, 3-year 11.78%, 5-year 4.81%, 10-year 8.75%.

BRSSX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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