BRWRX Mutual Fund

BRWRX Mutual Fund

NAV$29.09
See how much of BRWRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.74%
3 Months
-0.57%
6 Months
+11.85%
YTD
+8.10%
1 Year
+13.20%
3 Years (annualized)
+26.07%
5 Years (annualized)
+17.21%
10 Years (annualized)
+20.76%

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
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)
+8.10%
Peer Avg (YTD)
+8.51%
vs Peers
-0.41%

BRWRX Mutual Fund Performance

BRWRX performance across multiple time periods: 1-month 3.74%, YTD 8.10%, 1-year 13.20%, 3-year 26.07%, 5-year 17.21%, 10-year 20.76%.

BRWRX 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.

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