BRXVX Mutual Fund

BRXVX Mutual Fund

NAV$20.52
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Returns Overview

1 Month
-0.30%
3 Months
+6.58%
6 Months
+9.28%
YTD
+16.64%
1 Year
+34.13%
3 Years (annualized)
+22.99%
5 Years (annualized)
+13.16%
10 Years (annualized)
+11.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRXVX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+16.64%
Peer Avg (YTD)
+9.42%
vs Peers
+7.22%

BRXVX Mutual Fund Performance

BRXVX performance across multiple time periods: 1-month -0.30%, YTD 16.64%, 1-year 34.13%, 3-year 22.99%, 5-year 13.16%, 10-year 11.65%.

BRXVX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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