BRKRX Mutual Fund

NAV$21.73

Returns Overview

1 Month
-3.89%
3 Months
+3.97%
6 Months
+12.94%
YTD
+19.26%
1 Year
+48.32%
3 Years (annualized)
+25.55%
5 Years (annualized)
+9.68%
10 Years (annualized)
+10.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRKRX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Emerging Markets Index (net div)
This Mutual Fund (YTD)
+19.26%
Peer Avg (YTD)
+23.08%
vs Peers
-3.81%

BRKRX Mutual Fund Performance

BRKRX performance across multiple time periods: 1-month -3.89%, YTD 19.26%, 1-year 48.32%, 3-year 25.55%, 5-year 9.68%, 10-year 10.92%.

BRKRX returns trail the peer average of 23.08% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

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