BRTNX Mutual Fund

BRTNX Mutual Fund

NAV$83.04
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Returns Overview

1 Month
+2.73%
3 Months
-2.61%
6 Months
+1.13%
YTD
+1.49%
1 Year
+4.76%
3 Years (annualized)
+16.56%
5 Years (annualized)
+9.81%
10 Years (annualized)
+13.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRTNX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+1.49%
Peer Avg (YTD)
+9.28%
vs Peers
-7.79%

BRTNX Mutual Fund Performance

BRTNX performance across multiple time periods: 1-month 2.73%, YTD 1.49%, 1-year 4.76%, 3-year 16.56%, 5-year 9.81%, 10-year 13.80%.

BRTNX returns trail the peer average of 9.28% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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