BRWIX Mutual Fund

BRWIX Mutual Fund

NAV$52.91
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Returns Overview

1 Month
-2.74%
3 Months
+0.62%
6 Months
+7.80%
YTD
+11.31%
1 Year
+24.29%
3 Years (annualized)
+11.39%
5 Years (annualized)
+3.48%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRWIX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.31%
Peer Avg (YTD)
+6.23%
vs Peers
+5.08%

BRWIX Mutual Fund Performance

BRWIX performance across multiple time periods: 1-month -2.74%, YTD 11.31%, 1-year 24.29%, 3-year 11.39%, 5-year 3.48%, 10-year 10.55%.

BRWIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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