BRWUX Mutual Fund

NAV$30.27
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-1.26%
3 Months
+17.50%
6 Months
+7.81%
YTD
+7.77%
1 Year
+18.81%
3 Years (annualized)
+23.55%
5 Years (annualized)
+13.51%
10 Years (annualized)
+17.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRWUX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.77%
Peer Avg (YTD)
+8.97%
vs Peers
-1.20%

BRWUX Mutual Fund Performance

BRWUX performance across multiple time periods: 1-month -1.26%, YTD 7.77%, 1-year 18.81%, 3-year 23.55%, 5-year 13.51%, 10-year 17.09%.

BRWUX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

BRWUX performance comparison shows side-by-side returns with another fund. BRWUX alternatives are available in the Mutual Fund Screener.