BRTNX Mutual Fund

NAV$85.69
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Returns Overview

1 Month
+1.77%
3 Months
+10.67%
6 Months
+0.65%
YTD
+0.67%
1 Year
+10.48%
3 Years (annualized)
+15.21%
5 Years (annualized)
+10.69%
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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.67%
Peer Avg (YTD)
+9.51%
vs Peers
-8.84%

BRTNX Mutual Fund Performance

BRTNX performance across multiple time periods: 1-month 1.77%, YTD 0.67%, 1-year 10.48%, 3-year 15.21%, 5-year 10.69%, 10-year 13.80%.

BRTNX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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