BRUNX Mutual Fund

BRUNX Mutual Fund

NAV$19.70
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Returns Overview

1 Month
+3.41%
3 Months
+9.70%
6 Months
+15.74%
YTD
+21.71%
1 Year
+30.19%
3 Years (annualized)
+17.70%
5 Years (annualized)
+12.46%
10 Years (annualized)
+11.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRUNX 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)
+21.71%
Peer Avg (YTD)
+11.41%
vs Peers
+10.30%

BRUNX Mutual Fund Performance

BRUNX performance across multiple time periods: 1-month 3.41%, YTD 21.71%, 1-year 30.19%, 3-year 17.70%, 5-year 12.46%, 10-year 11.89%.

BRUNX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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