BRUNX Mutual Fund

BRUNX Mutual Fund

NAV$19.16
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Returns Overview

1 Month
+2.46%
3 Months
+9.38%
6 Months
+15.99%
YTD
+24.70%
1 Year
+29.69%
3 Years (annualized)
+20.62%
5 Years (annualized)
+13.02%
10 Years (annualized)
+12.46%

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)
+24.70%
Peer Avg (YTD)
+12.44%
vs Peers
+12.26%

BRUNX Mutual Fund Performance

BRUNX performance across multiple time periods: 1-month 2.46%, YTD 24.70%, 1-year 29.69%, 3-year 20.62%, 5-year 13.02%, 10-year 12.46%.

BRUNX returns outperform the peer average of 12.44% 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.