BRWTX Mutual Fund

BRWTX Mutual Fund

NAV$27.77
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Returns Overview

1 Month
-6.09%
3 Months
-0.17%
6 Months
+2.35%
YTD
+4.44%
1 Year
+1.82%
3 Years (annualized)
+24.01%
5 Years (annualized)
+10.84%
10 Years (annualized)
+16.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRWTX 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)
+4.44%
Peer Avg (YTD)
+5.23%
vs Peers
-0.79%

BRWTX Mutual Fund Performance

BRWTX performance across multiple time periods: 1-month -6.09%, YTD 4.44%, 1-year 1.82%, 3-year 24.01%, 5-year 10.84%, 10-year 16.15%.

BRWTX returns trail the peer average of 5.23% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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