BRSTX Mutual Fund

BRSTX Mutual Fund

NAV$16.52
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Returns Overview

1 Month
+2.40%
3 Months
-0.48%
6 Months
+0.79%
YTD
+13.32%
1 Year
+23.04%
3 Years (annualized)
+20.37%
5 Years (annualized)
+10.13%
10 Years (annualized)
+13.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRSTX 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)
+13.32%
Peer Avg (YTD)
+12.21%
vs Peers
+1.12%

BRSTX Mutual Fund Performance

BRSTX performance across multiple time periods: 1-month 2.40%, YTD 13.32%, 1-year 23.04%, 3-year 20.37%, 5-year 10.13%, 10-year 13.46%.

BRSTX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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