BRZAX Mutual Fund

NAV$13.71
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Returns Overview

1 Month
+0.73%
3 Months
+9.50%
6 Months
+10.73%
YTD
+9.50%
1 Year
+21.25%
3 Years (annualized)
+17.57%
5 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRZAX 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
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📉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

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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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.50%
Peer Avg (YTD)
+9.13%
vs Peers
+0.37%

BRZAX Mutual Fund Performance

BRZAX performance across multiple time periods: 1-month 0.73%, YTD 9.50%, 1-year 21.25%, 3-year 17.57%, 5-year 9.98%.

BRZAX 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.

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