BRUNX Mutual Fund

NAV$19.41

Returns Overview

1 Month
+3.24%
3 Months
+14.28%
6 Months
+17.70%
YTD
+16.51%
1 Year
+26.44%
3 Years (annualized)
+17.84%
5 Years (annualized)
+11.91%
10 Years (annualized)
+11.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRUNX 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)
+16.51%
Peer Avg (YTD)
+9.49%
vs Peers
+7.02%

BRUNX Mutual Fund Performance

BRUNX performance across multiple time periods: 1-month 3.24%, YTD 16.51%, 1-year 26.44%, 3-year 17.84%, 5-year 11.91%, 10-year 11.84%.

BRUNX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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