BRWUX Mutual Fund

BRWUX Mutual Fund

NAV$30.12
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Returns Overview

1 Month
-2.75%
3 Months
+2.62%
6 Months
+5.15%
YTD
+4.81%
1 Year
+11.94%
3 Years (annualized)
+21.08%
5 Years (annualized)
+12.08%
10 Years (annualized)
+16.25%

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
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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)
+4.81%
Peer Avg (YTD)
+6.23%
vs Peers
-1.43%

BRWUX Mutual Fund Performance

BRWUX performance across multiple time periods: 1-month -2.75%, YTD 4.81%, 1-year 11.94%, 3-year 21.08%, 5-year 12.08%, 10-year 16.25%.

BRWUX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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