BRUKX Mutual Fund

BRUKX Mutual Fund

NAV$19.50
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Returns Overview

1 Month
+3.33%
3 Months
+9.49%
6 Months
+15.36%
YTD
+21.27%
1 Year
+29.40%
3 Years (annualized)
+17.02%
5 Years (annualized)
+11.81%
10 Years (annualized)
+11.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRUKX 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
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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)
+21.27%
Peer Avg (YTD)
+11.41%
vs Peers
+9.86%

BRUKX Mutual Fund Performance

BRUKX performance across multiple time periods: 1-month 3.33%, YTD 21.27%, 1-year 29.40%, 3-year 17.02%, 5-year 11.81%, 10-year 11.29%.

BRUKX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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