BRUHX Mutual Fund

BRUHX Mutual Fund

NAV$19.85
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Returns Overview

1 Month
+3.54%
3 Months
+2.73%
6 Months
+12.67%
YTD
+24.97%
1 Year
+28.52%
3 Years (annualized)
+22.91%
5 Years (annualized)
+12.78%
10 Years (annualized)
+12.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRUHX 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)
+24.97%
Peer Avg (YTD)
+14.61%
vs Peers
+10.35%

BRUHX Mutual Fund Performance

BRUHX performance across multiple time periods: 1-month 3.54%, YTD 24.97%, 1-year 28.52%, 3-year 22.91%, 5-year 12.78%, 10-year 12.57%.

BRUHX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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