BRWCX Mutual Fund

BRWCX Mutual Fund

NAV$29.18
See how much of BRWCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.71%
3 Months
-0.57%
6 Months
+11.82%
YTD
+8.07%
1 Year
+13.23%
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 BRWCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+8.07%
Peer Avg (YTD)
+8.51%
vs Peers
-0.44%

BRWCX Mutual Fund Performance

BRWCX performance across multiple time periods: 1-month 3.71%, YTD 8.07%, 1-year 13.23%, 3-year 21.70%, 5-year 11.01%, 10-year 15.58%.

BRWCX 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.

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