BRXTX Mutual Fund

BRXTX Mutual Fund

NAV$20.27
See how much of BRXTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.38%
3 Months
+2.89%
6 Months
+6.99%
YTD
+19.15%
1 Year
+32.63%
3 Years (annualized)
+25.04%
5 Years (annualized)
+12.92%
10 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRXTX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USAIndex with Net Dividends
This Mutual Fund (YTD)
+19.15%
Peer Avg (YTD)
+10.17%
vs Peers
+8.98%

BRXTX Mutual Fund Performance

BRXTX performance across multiple time periods: 1-month 2.38%, YTD 19.15%, 1-year 32.63%, 3-year 25.04%, 5-year 12.92%, 10-year 11.42%.

BRXTX returns outperform the peer average of 10.17% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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