BRWIX Mutual Fund

NAV$52.86

Returns Overview

1 Month
-0.23%
3 Months
+15.36%
6 Months
+14.44%
YTD
+13.05%
1 Year
+27.57%
3 Years (annualized)
+13.37%
5 Years (annualized)
+4.64%
10 Years (annualized)
+16.04%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+13.05%
Peer Avg (YTD)
+8.97%
vs Peers
+4.08%

BRWIX Mutual Fund Performance

BRWIX performance across multiple time periods: 1-month -0.23%, YTD 13.05%, 1-year 27.57%, 3-year 13.37%, 5-year 4.64%, 10-year 16.04%.

BRWIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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