BRWUX Mutual Fund

BRWUX Mutual Fund

NAV$28.23
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Returns Overview

1 Month
-6.10%
3 Months
-0.14%
6 Months
+2.48%
YTD
+4.66%
1 Year
+2.06%
3 Years (annualized)
+24.32%
5 Years (annualized)
+11.12%
10 Years (annualized)
+16.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRWUX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.66%
Peer Avg (YTD)
+5.14%
vs Peers
-0.48%

BRWUX Mutual Fund Performance

BRWUX performance across multiple time periods: 1-month -6.10%, YTD 4.66%, 1-year 2.06%, 3-year 24.32%, 5-year 11.12%, 10-year 16.39%.

BRWUX returns trail the peer average of 5.14% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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