BRSTX Mutual Fund

NAV$17.09

Returns Overview

1 Month
+4.50%
3 Months
+17.89%
6 Months
+19.10%
YTD
+18.29%
1 Year
+31.38%
3 Years (annualized)
+13.21%
5 Years (annualized)
+9.08%
10 Years (annualized)
+11.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRSTX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+18.29%
Peer Avg (YTD)
+18.52%
vs Peers
-0.24%

BRSTX Mutual Fund Performance

BRSTX performance across multiple time periods: 1-month 4.50%, YTD 18.29%, 1-year 31.38%, 3-year 13.21%, 5-year 9.08%, 10-year 11.38%.

BRSTX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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