BRWSX Mutual Fund

BRWSX Mutual Fund

NAV$29.93
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Returns Overview

1 Month
-2.77%
3 Months
+2.49%
6 Months
+4.88%
YTD
+4.49%
1 Year
+11.37%
3 Years (annualized)
+20.48%
5 Years (annualized)
+11.54%
10 Years (annualized)
+15.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRWSX 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)
+4.49%
Peer Avg (YTD)
+6.23%
vs Peers
-1.74%

BRWSX Mutual Fund Performance

BRWSX performance across multiple time periods: 1-month -2.77%, YTD 4.49%, 1-year 11.37%, 3-year 20.48%, 5-year 11.54%, 10-year 15.74%.

BRWSX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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