BRZKX Mutual Fund

NAV$13.73

Returns Overview

1 Month
+0.80%
3 Months
+9.64%
6 Months
+10.96%
YTD
+9.64%
1 Year
+21.65%
3 Years (annualized)
+17.97%
5 Years (annualized)
+11.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRZKX 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

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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)
+9.64%
Peer Avg (YTD)
+9.13%
vs Peers
+0.51%

BRZKX Mutual Fund Performance

BRZKX performance across multiple time periods: 1-month 0.80%, YTD 9.64%, 1-year 21.65%, 3-year 17.97%, 5-year 11.85%.

BRZKX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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