BRUFX Mutual Fund

BRUFX Mutual Fund

NAV$642.67
See how much of BRUFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.40%
3 Months
+4.78%
6 Months
+10.03%
YTD
+14.17%
1 Year
+27.72%
3 Years (annualized)
+11.77%
5 Years (annualized)
+5.10%
10 Years (annualized)
+7.08%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.17%
Peer Avg (YTD)
+6.57%
vs Peers
+7.60%

BRUFX Mutual Fund Performance

BRUFX performance across multiple time periods: 1-month -0.40%, YTD 14.17%, 1-year 27.72%, 3-year 11.77%, 5-year 5.10%, 10-year 7.08%.

BRUFX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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