BRWVX Mutual Fund

BRWVX Mutual Fund

NAV$31.60
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Returns Overview

1 Month
+3.82%
3 Months
-0.30%
6 Months
+12.47%
YTD
+8.85%
1 Year
+14.42%
3 Years (annualized)
+23.03%
5 Years (annualized)
+12.21%
10 Years (annualized)
+16.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRWVX 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
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📉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)
+8.85%
Peer Avg (YTD)
+8.51%
vs Peers
+0.34%

BRWVX Mutual Fund Performance

BRWVX performance across multiple time periods: 1-month 3.82%, YTD 8.85%, 1-year 14.42%, 3-year 23.03%, 5-year 12.21%, 10-year 16.78%.

BRWVX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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