BRWAX Mutual Fund

BRWAX Mutual Fund

NAV$29.31
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Returns Overview

1 Month
-2.76%
3 Months
+2.55%
6 Months
+5.00%
YTD
+4.66%
1 Year
+11.65%
3 Years (annualized)
+20.80%
5 Years (annualized)
+11.81%
10 Years (annualized)
+16.01%

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)
+4.66%
Peer Avg (YTD)
+6.23%
vs Peers
-1.58%

BRWAX Mutual Fund Performance

BRWAX performance across multiple time periods: 1-month -2.76%, YTD 4.66%, 1-year 11.65%, 3-year 20.80%, 5-year 11.81%, 10-year 16.01%.

BRWAX returns trail the peer average of 6.23% 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.