BRSSX Mutual Fund

NAV$16.88

Returns Overview

1 Month
+4.48%
3 Months
+17.83%
6 Months
+18.88%
YTD
+18.07%
1 Year
+30.99%
3 Years (annualized)
+12.93%
5 Years (annualized)
+8.83%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRSSX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.07%
Peer Avg (YTD)
+18.52%
vs Peers
-0.45%

BRSSX Mutual Fund Performance

BRSSX performance across multiple time periods: 1-month 4.48%, YTD 18.07%, 1-year 30.99%, 3-year 12.93%, 5-year 8.83%, 10-year 11.43%.

BRSSX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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