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Bridgeway Aggressive Investors 1 Fund (BRAGX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS1087471066
CUSIP108747106
IssuerBridgeway
Inception DateAug 5, 1994
CategoryMid Cap Blend Equities
Min. Investment$2,000
Asset ClassEquity

Asset Class Size

Mid-Cap

Asset Class Style

Blend

Expense Ratio

The Bridgeway Aggressive Investors 1 Fund has a high expense ratio of 0.39%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.39%

Share Price Chart


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Compare to other instruments

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Bridgeway Aggressive Investors 1 Fund

Popular comparisons: BRAGX vs. VOO, BRAGX vs. VFINX, BRAGX vs. TQQQ

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Bridgeway Aggressive Investors 1 Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


400.00%500.00%600.00%700.00%800.00%900.00%OctoberNovemberDecember2024FebruaryMarch
927.98%
498.02%
BRAGX (Bridgeway Aggressive Investors 1 Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

Bridgeway Aggressive Investors 1 Fund had a return of 16.48% year-to-date (YTD) and 36.97% in the last 12 months. Over the past 10 years, Bridgeway Aggressive Investors 1 Fund had an annualized return of 7.36%, while the S&P 500 had an annualized return of 10.89%, indicating that Bridgeway Aggressive Investors 1 Fund did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date16.48%10.16%
1 month5.25%3.47%
6 months29.69%22.20%
1 year36.97%30.45%
5 years (annualized)10.40%13.16%
10 years (annualized)7.36%10.89%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20243.71%7.40%
2023-2.29%-3.86%-4.44%10.11%6.27%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Bridgeway Aggressive Investors 1 Fund (BRAGX) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BRAGX
Bridgeway Aggressive Investors 1 Fund
2.84
^GSPC
S&P 500
2.79

Sharpe Ratio

The current Bridgeway Aggressive Investors 1 Fund Sharpe ratio is 2.84. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.84
2.79
BRAGX (Bridgeway Aggressive Investors 1 Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Bridgeway Aggressive Investors 1 Fund granted a 0.75% dividend yield in the last twelve months. The annual payout for that period amounted to $0.64 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.64$0.64$0.87$7.13$0.72$0.82$6.09$0.00$0.36$0.02$0.12$0.36

Dividend yield

0.75%0.88%1.46%9.11%1.01%1.30%11.62%0.00%0.56%0.05%0.20%0.69%

Monthly Dividends

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.64
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.87
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$7.13
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.72
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.82
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$6.09
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.36
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.02
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.12
2013$0.36

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-0.16%
0
BRAGX (Bridgeway Aggressive Investors 1 Fund)
Benchmark (^GSPC)

Worst Drawdowns

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 1326 trading sessions.

The current Bridgeway Aggressive Investors 1 Fund drawdown is 0.16%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.04%Dec 27, 2007228Nov 20, 20081326Mar 4, 20141554
-47.63%Sep 5, 2000627Mar 11, 2003453Dec 28, 20041080
-46.74%Jan 24, 2018544Mar 23, 2020200Jan 6, 2021744
-43.98%Oct 9, 1997261Oct 8, 1998125Apr 1, 1999386
-30.67%Nov 17, 2021215Sep 26, 2022348Feb 14, 2024563

Volatility

Volatility Chart

The current Bridgeway Aggressive Investors 1 Fund volatility is 3.25%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%OctoberNovemberDecember2024FebruaryMarch
3.25%
2.80%
BRAGX (Bridgeway Aggressive Investors 1 Fund)
Benchmark (^GSPC)