BRLGX Mutual Fund

NAV$42.15

Returns Overview

1 Month
+1.53%
3 Months
+28.10%
6 Months
+17.59%
YTD
+17.56%
1 Year
+28.40%
3 Years (annualized)
+22.94%
5 Years (annualized)
+19.19%
10 Years (annualized)
+20.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRLGX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+17.56%
Peer Avg (YTD)
+8.97%
vs Peers
+8.59%

BRLGX Mutual Fund Performance

BRLGX performance across multiple time periods: 1-month 1.53%, YTD 17.56%, 1-year 28.40%, 3-year 22.94%, 5-year 19.19%, 10-year 20.92%.

BRLGX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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