BRUFX Mutual Fund

NAV$632.26

Returns Overview

1 Month
+4.00%
3 Months
+7.06%
6 Months
+15.20%
YTD
+14.62%
1 Year
+27.69%
3 Years (annualized)
+11.25%
5 Years (annualized)
+5.39%
10 Years (annualized)
+7.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRUFX 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
PROUpgrade to run

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)
+14.62%
Peer Avg (YTD)
+6.73%
vs Peers
+7.90%

BRUFX Mutual Fund Performance

BRUFX performance across multiple time periods: 1-month 4.00%, YTD 14.62%, 1-year 27.69%, 3-year 11.25%, 5-year 5.39%, 10-year 7.36%.

BRUFX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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