BRXAX Mutual Fund

BRXAX Mutual Fund

NAV$21.06
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Returns Overview

1 Month
-0.34%
3 Months
+6.47%
6 Months
+9.08%
YTD
+16.35%
1 Year
+33.62%
3 Years (annualized)
+22.52%
5 Years (annualized)
+12.80%
10 Years (annualized)
+11.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRXAX 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
MSCI ACWI ex USAIndex with Net Dividends
This Mutual Fund (YTD)
+16.35%
Peer Avg (YTD)
+9.42%
vs Peers
+6.93%

BRXAX Mutual Fund Performance

BRXAX performance across multiple time periods: 1-month -0.34%, YTD 16.35%, 1-year 33.62%, 3-year 22.52%, 5-year 12.80%, 10-year 11.11%.

BRXAX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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