BRXTX Mutual Fund

NAV$20.57

Returns Overview

1 Month
+0.85%
3 Months
+14.60%
6 Months
+16.78%
YTD
+15.19%
1 Year
+34.05%
3 Years (annualized)
+23.90%
5 Years (annualized)
+12.59%
10 Years (annualized)
+11.75%

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

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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)
+15.19%
Peer Avg (YTD)
+9.13%
vs Peers
+6.06%

BRXTX Mutual Fund Performance

BRXTX performance across multiple time periods: 1-month 0.85%, YTD 15.19%, 1-year 34.05%, 3-year 23.90%, 5-year 12.59%, 10-year 11.75%.

BRXTX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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