BRWRX Mutual Fund

BRWRX Mutual Fund

NAV$27.78
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Returns Overview

1 Month
-2.83%
3 Months
+2.37%
6 Months
+4.61%
YTD
+4.21%
1 Year
+10.82%
3 Years (annualized)
+19.88%
5 Years (annualized)
+10.98%
10 Years (annualized)
+15.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRWRX 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)
+4.21%
Peer Avg (YTD)
+6.23%
vs Peers
-2.03%

BRWRX Mutual Fund Performance

BRWRX performance across multiple time periods: 1-month -2.83%, YTD 4.21%, 1-year 10.82%, 3-year 19.88%, 5-year 10.98%, 10-year 15.16%.

BRWRX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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