BRMSX Mutual Fund

NAV$9.34

Returns Overview

1 Month
+0.28%
3 Months
+1.41%
6 Months
+0.89%
YTD
+1.00%
1 Year
+3.40%
3 Years (annualized)
+4.77%
5 Years (annualized)
+1.97%
10 Years (annualized)
+3.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRMSX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.00%
Peer Avg (YTD)
+3.23%
vs Peers
-2.23%

BRMSX Mutual Fund Performance

BRMSX performance across multiple time periods: 1-month 0.28%, YTD 1.00%, 1-year 3.40%, 3-year 4.77%, 5-year 1.97%, 10-year 3.14%.

BRMSX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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