BRXUX Mutual Fund

NAV$20.61
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Returns Overview

1 Month
+0.85%
3 Months
+14.64%
6 Months
+16.89%
YTD
+15.29%
1 Year
+34.29%
3 Years (annualized)
+24.20%
5 Years (annualized)
+12.88%
10 Years (annualized)
+12.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRXUX 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
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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)
+15.29%
Peer Avg (YTD)
+9.13%
vs Peers
+6.16%

BRXUX Mutual Fund Performance

BRXUX performance across multiple time periods: 1-month 0.85%, YTD 15.29%, 1-year 34.29%, 3-year 24.20%, 5-year 12.88%, 10-year 12.02%.

BRXUX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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