BRULX Mutual Fund

BRULX Mutual Fund

NAV$19.39
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Returns Overview

1 Month
+3.38%
3 Months
+9.58%
6 Months
+15.52%
YTD
+21.43%
1 Year
+29.77%
3 Years (annualized)
+18.14%
5 Years (annualized)
+12.58%
10 Years (annualized)
+11.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRULX 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)
+21.43%
Peer Avg (YTD)
+11.41%
vs Peers
+10.02%

BRULX Mutual Fund Performance

BRULX performance across multiple time periods: 1-month 3.38%, YTD 21.43%, 1-year 29.77%, 3-year 18.14%, 5-year 12.58%, 10-year 11.90%.

BRULX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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