BRSUX Mutual Fund

NAV$17.30

Returns Overview

1 Month
+4.51%
3 Months
+18.03%
6 Months
+19.23%
YTD
+18.43%
1 Year
+31.70%
3 Years (annualized)
+13.50%
5 Years (annualized)
+6.91%
10 Years (annualized)
+10.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRSUX 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)
+18.43%
Peer Avg (YTD)
+18.52%
vs Peers
-0.10%

BRSUX Mutual Fund Performance

BRSUX performance across multiple time periods: 1-month 4.51%, YTD 18.43%, 1-year 31.70%, 3-year 13.50%, 5-year 6.91%, 10-year 10.55%.

BRSUX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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