BRXUX Mutual Fund

BRXUX Mutual Fund

NAV$19.80
See how much of BRXUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.20%
3 Months
-2.67%
6 Months
+3.69%
YTD
+11.88%
1 Year
+19.82%
3 Years (annualized)
+26.18%
5 Years (annualized)
+12.22%
10 Years (annualized)
+11.09%

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
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)
+11.88%
Peer Avg (YTD)
+8.05%
vs Peers
+3.83%

BRXUX Mutual Fund Performance

BRXUX performance across multiple time periods: 1-month -3.20%, YTD 11.88%, 1-year 19.82%, 3-year 26.18%, 5-year 12.22%, 10-year 11.09%.

BRXUX returns outperform the peer average of 8.05% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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