BRWIX Mutual Fund

BRWIX Mutual Fund

NAV$48.42
See how much of BRWIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.49%
3 Months
-3.41%
6 Months
-2.81%
YTD
+6.21%
1 Year
+9.49%
3 Years (annualized)
+17.68%
5 Years (annualized)
+2.56%
10 Years (annualized)
+10.66%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+6.21%
Peer Avg (YTD)
+5.23%
vs Peers
+0.97%

BRWIX Mutual Fund Performance

BRWIX performance across multiple time periods: 1-month -3.49%, YTD 6.21%, 1-year 9.49%, 3-year 17.68%, 5-year 2.56%, 10-year 10.66%.

BRWIX returns outperform the peer average of 5.23% 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.