BRUGX Mutual Fund

BRUGX Mutual Fund

NAV$19.30
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Returns Overview

1 Month
+3.32%
3 Months
+9.36%
6 Months
+15.09%
YTD
+20.89%
1 Year
+28.79%
3 Years (annualized)
+16.43%
5 Years (annualized)
+11.20%
10 Years (annualized)
+10.77%

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)
+20.89%
Peer Avg (YTD)
+11.41%
vs Peers
+9.48%

BRUGX Mutual Fund Performance

BRUGX performance across multiple time periods: 1-month 3.32%, YTD 20.89%, 1-year 28.79%, 3-year 16.43%, 5-year 11.20%, 10-year 10.77%.

BRUGX 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.

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