BRUHX Mutual Fund

NAV$19.36

Returns Overview

1 Month
+3.25%
3 Months
+14.20%
6 Months
+17.62%
YTD
+16.51%
1 Year
+26.30%
3 Years (annualized)
+17.75%
5 Years (annualized)
+11.77%
10 Years (annualized)
+11.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRUHX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+16.51%
Peer Avg (YTD)
+9.49%
vs Peers
+7.02%

BRUHX Mutual Fund Performance

BRUHX performance across multiple time periods: 1-month 3.25%, YTD 16.51%, 1-year 26.30%, 3-year 17.75%, 5-year 11.77%, 10-year 11.70%.

BRUHX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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