BRWSX Mutual Fund

NAV$27.37

Returns Overview

1 Month
-4.00%
3 Months
-1.19%
6 Months
+0.22%
YTD
+0.74%
1 Year
+18.21%
3 Years (annualized)
+22.94%
5 Years (annualized)
+16.64%
10 Years (annualized)
+18.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRWSX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+0.74%
Peer Avg (YTD)
+8.97%
vs Peers
-8.24%

BRWSX Mutual Fund Performance

BRWSX performance across multiple time periods: 1-month -4.00%, YTD 0.74%, 1-year 18.21%, 3-year 22.94%, 5-year 16.64%, 10-year 18.43%.

BRWSX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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