BRBCX Mutual Fund

NAV$16.22

Returns Overview

1 Month
-0.37%
3 Months
+5.45%
6 Months
+8.81%
YTD
+7.94%
1 Year
+11.00%
3 Years (annualized)
+8.37%
5 Years (annualized)
+6.34%
10 Years (annualized)
+4.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRBCX 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
Bloomberg Barclays 1-3 Year US Treasury Index(^BB3YUST)
This Mutual Fund (YTD)
+7.94%
Peer Avg (YTD)
+3.47%
vs Peers
+4.46%

BRBCX Mutual Fund Performance

BRBCX performance across multiple time periods: 1-month -0.37%, YTD 7.94%, 1-year 11.00%, 3-year 8.37%, 5-year 6.34%, 10-year 4.98%.

BRBCX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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