BRUDX Mutual Fund

NAV$19.09

Returns Overview

1 Month
+2.58%
3 Months
+10.67%
6 Months
+14.11%
YTD
+19.39%
1 Year
+26.03%
3 Years (annualized)
+17.46%
5 Years (annualized)
+11.50%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRUDX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+19.39%
Peer Avg (YTD)
+9.49%
vs Peers
+9.90%

BRUDX Mutual Fund Performance

BRUDX performance across multiple time periods: 1-month 2.58%, YTD 19.39%, 1-year 26.03%, 3-year 17.46%, 5-year 11.50%, 10-year 11.82%.

BRUDX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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