BRUSX Mutual Fund

NAV$34.29

Returns Overview

1 Month
-1.78%
3 Months
+0.68%
6 Months
+2.57%
YTD
+8.31%
1 Year
+25.65%
3 Years (annualized)
+16.49%
5 Years (annualized)
+9.78%
10 Years (annualized)
+13.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRUSX 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
CRSP Cap Based Portfolio 10 Index
This Mutual Fund (YTD)
+8.31%
Peer Avg (YTD)
+18.52%
vs Peers
-10.22%

BRUSX Mutual Fund Performance

BRUSX performance across multiple time periods: 1-month -1.78%, YTD 8.31%, 1-year 25.65%, 3-year 16.49%, 5-year 9.78%, 10-year 13.13%.

BRUSX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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