BRTNX Mutual Fund

NAV$74.50

Returns Overview

1 Month
-1.04%
3 Months
+2.17%
6 Months
+8.60%
YTD
-1.02%
1 Year
+5.49%
3 Years
+17.23%
5 Years
+14.50%
10 Years
+14.29%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BRTNX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-1.02%
Peer Avg (YTD)
+1.87%
vs Peers
-2.89%

BRTNX Mutual Fund Performance

BRTNX performance across multiple time periods: 1-month -1.04%, YTD -1.02%, 1-year 5.49%, 3-year 17.23%, 5-year 14.50%, 10-year 14.29%.

BRTNX returns trail the peer average of 1.87% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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