BRUDX Mutual Fund

BRUDX Mutual Fund

NAV$19.79
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Returns Overview

1 Month
+3.39%
3 Months
+9.57%
6 Months
+15.56%
YTD
+21.48%
1 Year
+29.75%
3 Years (annualized)
+17.34%
5 Years (annualized)
+12.06%
10 Years (annualized)
+11.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRUDX 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)
+21.48%
Peer Avg (YTD)
+11.41%
vs Peers
+10.07%

BRUDX Mutual Fund Performance

BRUDX performance across multiple time periods: 1-month 3.39%, YTD 21.48%, 1-year 29.75%, 3-year 17.34%, 5-year 12.06%, 10-year 11.87%.

BRUDX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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