BRUGX Mutual Fund

BRUGX Mutual Fund

NAV$19.42
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Returns Overview

1 Month
+3.51%
3 Months
+2.51%
6 Months
+12.11%
YTD
+23.93%
1 Year
+27.21%
3 Years (annualized)
+21.69%
5 Years (annualized)
+11.66%
10 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRUGX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+23.93%
Peer Avg (YTD)
+14.61%
vs Peers
+9.32%

BRUGX Mutual Fund Performance

BRUGX performance across multiple time periods: 1-month 3.51%, YTD 23.93%, 1-year 27.21%, 3-year 21.69%, 5-year 11.66%, 10-year 11.46%.

BRUGX returns outperform the peer average of 14.61% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

BRUGX vs another fund shows side-by-side returns. BRUGX alternatives are available in the Mutual Fund Screener.