BRSYX Mutual Fund

NAV$17.48

Returns Overview

1 Month
+4.50%
3 Months
+17.98%
6 Months
+19.26%
YTD
+18.38%
1 Year
+31.75%
3 Years (annualized)
+13.61%
5 Years (annualized)
+7.01%
10 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRSYX 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)
+18.38%
Peer Avg (YTD)
+18.52%
vs Peers
-0.15%

BRSYX Mutual Fund Performance

BRSYX performance across multiple time periods: 1-month 4.50%, YTD 18.38%, 1-year 31.75%, 3-year 13.61%, 5-year 7.01%, 10-year 10.64%.

BRSYX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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