BRLVX Mutual Fund

NAV$31.07

Returns Overview

1 Month
+3.97%
3 Months
+16.44%
6 Months
+19.40%
YTD
+18.41%
1 Year
+39.51%
3 Years (annualized)
+22.55%
5 Years (annualized)
+13.06%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRLVX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.41%
Peer Avg (YTD)
+9.49%
vs Peers
+8.92%

BRLVX Mutual Fund Performance

BRLVX performance across multiple time periods: 1-month 3.97%, YTD 18.41%, 1-year 39.51%, 3-year 22.55%, 5-year 13.06%, 10-year 11.37%.

BRLVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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