BRXBX Mutual Fund

NAV$20.09

Returns Overview

1 Month
+0.76%
3 Months
+14.38%
6 Months
+16.38%
YTD
+14.77%
1 Year
+33.02%
3 Years (annualized)
+22.96%
5 Years (annualized)
+11.75%
10 Years (annualized)
+11.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRXBX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USAIndex with Net Dividends
This Mutual Fund (YTD)
+14.77%
Peer Avg (YTD)
+9.13%
vs Peers
+5.64%

BRXBX Mutual Fund Performance

BRXBX performance across multiple time periods: 1-month 0.76%, YTD 14.77%, 1-year 33.02%, 3-year 22.96%, 5-year 11.75%, 10-year 11.03%.

BRXBX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.52%, investors should weigh costs against performance when evaluating this mutual fund.

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