BRWTX Mutual Fund

BRWTX Mutual Fund

NAV$30.15
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Returns Overview

1 Month
-2.77%
3 Months
+2.53%
6 Months
+4.97%
YTD
+4.62%
1 Year
+11.65%
3 Years (annualized)
+20.80%
5 Years (annualized)
+11.81%
10 Years (annualized)
+16.02%

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)
+4.62%
Peer Avg (YTD)
+6.23%
vs Peers
-1.61%

BRWTX Mutual Fund Performance

BRWTX performance across multiple time periods: 1-month -2.77%, YTD 4.62%, 1-year 11.65%, 3-year 20.80%, 5-year 11.81%, 10-year 16.02%.

BRWTX returns trail the peer average of 6.23% 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.