BRWBX Mutual Fund

BRWBX Mutual Fund

NAV$29.24
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Returns Overview

1 Month
+3.70%
3 Months
-0.57%
6 Months
+11.85%
YTD
+8.10%
1 Year
+13.20%
3 Years (annualized)
+21.70%
5 Years (annualized)
+11.01%
10 Years (annualized)
+15.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRWBX 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)
+8.10%
Peer Avg (YTD)
+8.51%
vs Peers
-0.41%

BRWBX Mutual Fund Performance

BRWBX performance across multiple time periods: 1-month 3.70%, YTD 8.10%, 1-year 13.20%, 3-year 21.70%, 5-year 11.01%, 10-year 15.58%.

BRWBX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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