BRWUX Mutual Fund

BRWUX Mutual Fund

NAV$31.30
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Returns Overview

1 Month
+3.79%
3 Months
-0.33%
6 Months
+12.40%
YTD
+8.79%
1 Year
+14.36%
3 Years (annualized)
+22.93%
5 Years (annualized)
+12.13%
10 Years (annualized)
+16.69%

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)
+8.79%
Peer Avg (YTD)
+8.51%
vs Peers
+0.28%

BRWUX Mutual Fund Performance

BRWUX performance across multiple time periods: 1-month 3.79%, YTD 8.79%, 1-year 14.36%, 3-year 22.93%, 5-year 12.13%, 10-year 16.69%.

BRWUX returns outperform the peer average of 8.51% 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.