BRZIX Mutual Fund

BRZIX Mutual Fund

NAV$13.60
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Returns Overview

1 Month
+1.45%
3 Months
+5.24%
6 Months
+7.08%
YTD
+12.56%
1 Year
+26.44%
3 Years (annualized)
+17.44%
5 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRZIX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+12.56%
Peer Avg (YTD)
+9.42%
vs Peers
+3.14%

BRZIX Mutual Fund Performance

BRZIX performance across multiple time periods: 1-month 1.45%, YTD 12.56%, 1-year 26.44%, 3-year 17.44%, 5-year 10.49%.

BRZIX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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