BRASX Mutual Fund

NAV$9.17

Returns Overview

1 Month
-0.22%
3 Months
-0.54%
6 Months
-1.40%
YTD
-1.50%
1 Year
+3.73%
3 Years (annualized)
+5.44%
5 Years (annualized)
+2.70%
10 Years (annualized)
+1.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRASX 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
ICE BofA 1-3 Year US Treasuries Index
This Mutual Fund (YTD)
-1.50%
Peer Avg (YTD)
+3.23%
vs Peers
-4.73%

BRASX Mutual Fund Performance

BRASX performance across multiple time periods: 1-month -0.22%, YTD -1.50%, 1-year 3.73%, 3-year 5.44%, 5-year 2.70%, 10-year 1.82%.

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

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