Bridgeway Aggressive Investors 1 Fund (BRAGX)

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Bridgeway Aggressive Investors 1 Fund (BRAGX) is up 13.6% since the beginning of the year. BRAGX is currently trading at $109 per share. Investors who bought $1,000 worth of BRAGX shares 5 years ago would now be looking at an investment worth $1,723.

Bridgeway Aggressive Investors 1 Fund (BRAGX) has returned 13.63% so far this year and 28.19% over the past 12 months. Over the last ten years, BRAGX has returned 10.96% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.

Based on dividend-adjusted daily data since Aug 5, 1994, BRAGX's average daily return is +0.06%, while the average monthly return is +1.15%. At this rate, an investment would double in approximately 5.1 years.

Historically, 62% of months were positive and 38% were negative. The best month was Feb 2000 with a return of +29.0%, while the worst month was Oct 2008 at -25.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, BRAGX closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +15.0%, while the worst single day was Mar 16, 2020 at -13.5%.

Bridgeway Aggressive Investors 1 Fund has an annualized alpha of 2.24%, beta of 1.13, and R2 of 0.74 versus S&P 500 Index. Calculated based on daily prices since August 08, 1994.

• This fund captured 128.24% of S&P 500 Index gains and 115.35% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 2.24% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
• With beta of 1.13 and R2 of 0.74, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

BRAGX has an expense ratio of 0.39%, placing it in the medium range.

BRAGX ranks 58 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Bridgeway Aggressive Investors 1 Fund (BRAGX) and compare them to S&P 500 Index.

Bridgeway Aggressive Investors 1 Fund provided a 16.63% dividend yield over the last twelve months, with an annual payout of $18.06 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Bridgeway Aggressive Investors 1 Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Bridgeway Aggressive Investors 1 Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bridgeway Aggressive Investors 1 Fund was 67.04%, occurring on Nov 20, 2008. Recovery took 1279 trading sessions.

The chart below shows the rolling one-month volatility.