BRSVX Mutual Fund

BRSVX Mutual Fund

NAV$44.39
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Returns Overview

1 Month
+6.40%
3 Months
+16.70%
6 Months
+21.78%
YTD
+21.00%
1 Year
+36.99%
3 Years (annualized)
+12.76%
5 Years (annualized)
+8.49%
10 Years (annualized)
+12.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRSVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.00%
Peer Avg (YTD)
+18.52%
vs Peers
+2.47%

BRSVX Mutual Fund Performance

BRSVX performance across multiple time periods: 1-month 6.40%, YTD 21.00%, 1-year 36.99%, 3-year 12.76%, 5-year 8.49%, 10-year 12.85%.

BRSVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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