BRUEX Mutual Fund

BRUEX Mutual Fund

NAV$19.56
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Returns Overview

1 Month
+3.33%
3 Months
+9.41%
6 Months
+15.13%
YTD
+20.93%
1 Year
+28.81%
3 Years (annualized)
+17.27%
5 Years (annualized)
+11.68%
10 Years (annualized)
+11.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRUEX 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)
+20.93%
Peer Avg (YTD)
+11.41%
vs Peers
+9.52%

BRUEX Mutual Fund Performance

BRUEX performance across multiple time periods: 1-month 3.33%, YTD 20.93%, 1-year 28.81%, 3-year 17.27%, 5-year 11.68%, 10-year 11.00%.

BRUEX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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