BRAMX Mutual Fund

NAV$8.37

Returns Overview

1 Month
-1.65%
3 Months
-1.18%
6 Months
-2.45%
YTD
-1.99%
1 Year
+5.35%
3 Years (annualized)
+4.92%
5 Years (annualized)
+0.67%
10 Years (annualized)
+0.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRAMX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays MBS Index(^BBMBS)
This Mutual Fund (YTD)
-1.99%
Peer Avg (YTD)
+3.23%
vs Peers
-5.22%

BRAMX Mutual Fund Performance

BRAMX performance across multiple time periods: 1-month -1.65%, YTD -1.99%, 1-year 5.35%, 3-year 4.92%, 5-year 0.67%, 10-year 0.54%.

BRAMX returns trail the peer average of 3.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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