BRWVX Mutual Fund

NAV$29.02

Returns Overview

1 Month
-1.26%
3 Months
+17.53%
6 Months
+7.84%
YTD
+7.80%
1 Year
+18.91%
3 Years (annualized)
+23.64%
5 Years (annualized)
+13.58%
10 Years (annualized)
+17.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BRWVX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.80%
Peer Avg (YTD)
+8.97%
vs Peers
-1.17%

BRWVX Mutual Fund Performance

BRWVX performance across multiple time periods: 1-month -1.26%, YTD 7.80%, 1-year 18.91%, 3-year 23.64%, 5-year 13.58%, 10-year 17.17%.

BRWVX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.33%, investors should weigh costs against performance when evaluating this mutual fund.

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