Bruce Mutual Funds List
Here you can find all mutual funds issued by Bruce and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.68%
- Avg. 1 Year Return
- 29.34%
- Avg. 5 Year Return
- 6.06%
- Median Risk/Return Score
- 93 / 100
Bruce Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bruce Fund | Diversified Portfolio | Mar 20, 1968 | 0.68% | 16.48% | 7.58% | 5.45% | 93 |
Explore top Bruce Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Bruce Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Bruce Fund | 93 | — | Mar 1968 |
Best-Performing Bruce Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Bruce Fund | 6.06% | — | Mar 1968 |
Lowest-Cost Bruce Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Bruce Fund | 0.68% | — | Mar 1968 |
Highest-Yield Bruce Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Bruce Fund | 5.45% | — | Mar 1968 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.