BRUGX Mutual Fund

BRUGX Mutual Fund

NAV$18.77
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Returns Overview

1 Month
+2.41%
3 Months
+9.12%
6 Months
+15.37%
YTD
+23.80%
1 Year
+28.31%
3 Years (annualized)
+19.34%
5 Years (annualized)
+11.81%
10 Years (annualized)
+11.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRUGX 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)
+23.80%
Peer Avg (YTD)
+12.44%
vs Peers
+11.36%

BRUGX Mutual Fund Performance

BRUGX performance across multiple time periods: 1-month 2.41%, YTD 23.80%, 1-year 28.31%, 3-year 19.34%, 5-year 11.81%, 10-year 11.26%.

BRUGX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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