Bridgeway Aggressive Investors 1 Fund (BRAGX)
The investment seeks to exceed the stock market total return (primarily through capital appreciation) at a level of total risk roughly equal to that of the stock market over longer periods of time (three year intervals or more). The fund invests in a diversified portfolio of common stocks of companies of any size that are listed on the New York Stock Exchange, NYSE American and NASDAQ. It may invest in stocks for which there is relatively low market liquidity, as periodically determined by the Adviser based on the stock's trading volume.
Fund Info
US1087471066
108747106
Aug 5, 1994
$2,000
Mid-Cap
Blend
Expense Ratio
BRAGX features an expense ratio of 0.39%, falling within the medium range.
Share Price Chart
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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.
Returns By Period
Bridgeway Aggressive Investors 1 Fund had a return of 8.96% year-to-date (YTD) and 33.87% in the last 12 months. Over the past 10 years, Bridgeway Aggressive Investors 1 Fund had an annualized return of 6.35%, while the S&P 500 had an annualized return of 11.31%, indicating that Bridgeway Aggressive Investors 1 Fund did not perform as well as the benchmark.
BRAGX
8.96%
3.80%
20.68%
33.87%
11.76%
6.35%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of BRAGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 6.04% | 8.96% | |||||||||||
| 2024 | 3.71% | 7.40% | 4.58% | -5.26% | 4.38% | 1.82% | 0.29% | 3.15% | 3.90% | 1.86% | 11.70% | -7.68% | 32.40% |
| 2023 | 8.06% | -1.64% | 0.64% | -1.70% | -2.02% | 9.19% | 4.18% | -2.29% | -3.86% | -4.44% | 10.11% | 6.27% | 23.10% |
| 2022 | -8.98% | 0.49% | 2.00% | -9.56% | -0.70% | -12.18% | 12.19% | -3.56% | -8.90% | 9.26% | 5.95% | -7.58% | -22.41% |
| 2021 | 0.56% | 5.78% | 1.69% | 4.95% | -0.48% | 2.48% | 0.15% | 3.71% | -4.66% | 5.78% | -1.51% | -7.20% | 10.84% |
| 2020 | -3.44% | -9.07% | -19.13% | 14.28% | 6.00% | 4.37% | 5.21% | 5.54% | -3.12% | -1.17% | 13.58% | 5.48% | 14.35% |
| 2019 | 11.52% | 2.77% | -0.88% | 4.03% | -7.62% | 8.35% | 1.42% | -4.88% | 0.64% | 0.55% | 3.16% | 2.30% | 21.86% |
| 2018 | 5.38% | -5.88% | -0.98% | -1.54% | 4.52% | -2.73% | 0.15% | 2.02% | -1.27% | -11.73% | -0.52% | -19.62% | -30.00% |
| 2017 | 2.88% | 2.28% | 0.07% | -0.72% | -1.20% | 1.02% | 1.79% | -0.52% | 4.12% | 3.09% | 2.14% | 2.25% | 18.44% |
| 2016 | -9.60% | 1.88% | 8.15% | 2.25% | 2.42% | -1.95% | 5.55% | 0.10% | 0.92% | -2.38% | 9.48% | 2.51% | 19.48% |
| 2015 | -3.87% | 5.66% | -0.32% | -1.31% | 1.45% | -1.74% | 0.81% | -7.24% | -4.66% | 4.87% | 1.48% | -4.57% | -9.82% |
| 2014 | -2.92% | 5.89% | 1.47% | -0.15% | 2.02% | 3.07% | -2.66% | 5.93% | -4.43% | 2.79% | 2.79% | 0.84% | 14.99% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 87, BRAGX is among the top 13% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Bridgeway Aggressive Investors 1 Fund (BRAGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Bridgeway Aggressive Investors 1 Fund provided a 0.49% dividend yield over the last twelve months, with an annual payout of $0.52 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.52 | $0.52 | $0.64 | $0.87 | $0.84 | $0.72 | $0.82 | $0.36 | $0.00 | $0.36 | $0.03 | $0.12 |
Dividend yield | 0.49% | 0.53% | 0.88% | 1.46% | 1.07% | 1.01% | 1.30% | 0.69% | 0.00% | 0.56% | 0.05% | 0.20% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.52 | $0.52 |
| 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 | $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 | $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 | $0.84 | $0.84 |
| 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 | $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 | $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 | $0.36 | $0.36 |
| 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 | $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 | $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 | $0.03 | $0.03 |
| 2014 | $0.12 | $0.12 |
Drawdowns
Drawdowns Chart
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.
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 72.10%, occurring on Nov 20, 2008. Recovery took 2024 trading sessions.
The current Bridgeway Aggressive Investors 1 Fund drawdown is 0.62%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -72.1% | Nov 1, 2007 | 266 | Nov 20, 2008 | 2024 | Dec 7, 2016 | 2290 |
| -51.94% | Jan 24, 2018 | 544 | Mar 23, 2020 | 261 | Apr 6, 2021 | 805 |
| -50.44% | Sep 5, 2000 | 627 | Mar 11, 2003 | 494 | Feb 25, 2005 | 1121 |
| -43.98% | Oct 9, 1997 | 261 | Oct 8, 1998 | 125 | Apr 1, 1999 | 386 |
| -35.99% | Nov 17, 2021 | 215 | Sep 26, 2022 | 434 | Jun 18, 2024 | 649 |
Volatility
Volatility Chart
The current Bridgeway Aggressive Investors 1 Fund volatility is 4.70%, 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.