BRWAX Mutual Fund

BRWAX Mutual Fund

NAV$31.22
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Returns Overview

1 Month
+3.78%
3 Months
-0.40%
6 Months
+12.24%
YTD
+8.62%
1 Year
+14.07%
3 Years (annualized)
+22.62%
5 Years (annualized)
+11.84%
10 Years (annualized)
+16.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRWAX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+8.62%
Peer Avg (YTD)
+8.51%
vs Peers
+0.11%

BRWAX Mutual Fund Performance

BRWAX performance across multiple time periods: 1-month 3.78%, YTD 8.62%, 1-year 14.07%, 3-year 22.62%, 5-year 11.84%, 10-year 16.44%.

BRWAX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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