- ISIN
- US1084391002
- Issuer
- Bridges
- Inception Date
- Jul 1, 1963
- Category
- Large Cap Growth Equities
- Min. Investment
- $1,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
BRGIX Performance Chart
Bridges Investment Fund (BRGIX) is up 1.4% since the beginning of the year. BRGIX is currently trading at $110 per share. Investors who bought $1,000 worth of BRGIX shares 5 years ago would now be looking at an investment worth $1,613.
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Returns By Period
Bridges Investment Fund (BRGIX) has returned 1.40% so far this year and 13.69% over the past 12 months. Over the last decade, BRGIX has posted an annualized return of 14.36%, slightly higher than the S&P 500 Index benchmark’s 13.88%.
Bridges Investment Fund
- 1D
- 1.07%
- 1M
- -1.87%
- YTD
- 1.40%
- 6M
- 1.06%
- 1Y
- 13.69%
- 3Y*
- 17.04%
- 5Y*
- 10.03%
- 10Y*
- 14.36%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
BRGIX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1980, BRGIX's average daily return is +0.03%, while the average monthly return is +0.70%. At this rate, an investment would double in approximately 8.3 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +14.9%, while the worst month was Oct 1987 at -18.3%. The longest winning streak lasted 19 consecutive months, and the longest losing streak was 6 months.
On a daily basis, BRGIX closed higher 42% of trading days. The best single day was Oct 13, 2008 with a return of +11.1%, while the worst single day was Oct 21, 1987 at -12.4%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.27% | -4.06% | -5.68% | 11.40% | 4.02% | -3.04% | 1.40% | ||||||
| 2025 | 3.32% | -2.83% | -6.60% | -0.45% | 5.93% | 4.38% | 1.58% | 2.08% | 1.74% | 1.94% | -0.57% | 0.44% | 10.86% |
| 2024 | 3.24% | 5.37% | 1.99% | -4.13% | 5.04% | 5.74% | 1.24% | 2.16% | 1.49% | -0.18% | 5.98% | -2.56% | 27.84% |
| 2023 | 9.08% | -2.17% | 4.51% | 2.55% | 3.73% | 7.29% | 3.87% | -0.60% | -5.22% | -1.42% | 9.64% | 3.21% | 38.93% |
| 2022 | -6.46% | -4.84% | 3.26% | -11.25% | -1.37% | -8.32% | 10.89% | -4.91% | -11.31% | 5.38% | 4.97% | -6.64% | -28.77% |
| 2021 | -2.82% | 3.18% | 2.83% | 8.08% | -1.18% | 3.35% | 3.26% | 2.72% | -4.97% | 7.14% | -0.78% | 3.16% | 25.81% |
Benchmark Metrics
Bridges Investment Fund has an annualized alpha of 0.46%, beta of 0.77, and R2 of 0.63 versus S&P 500 Index. Calculated based on daily prices since January 02, 1980.
- This fund participated in 96.08% of S&P 500 Index downside but only 87.29% of its upside - more exposed to losses than it benefited from rallies.
- Alpha
- 0.46%
- Beta
- 0.77
- R²
- 0.63
- Upside Capture
- 87.29%
- Downside Capture
- 96.08%
Expense Ratio
BRGIX has an expense ratio of 0.72%, placing it in the medium range.
Return for Risk
Risk / Return Rank
BRGIX ranks 12 for risk / return — in the bottom 12% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Bridges Investment Fund (BRGIX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRGIX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.07 | ||
| Sortino ratioReturn per unit of downside risk | -1.38 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.37 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.88 | 2.78 | -1.91 |
| Martin ratioReturn relative to average drawdown | 3.21 | 12.44 | -9.22 |
Dividends
Dividend History
Bridges Investment Fund provided a 10.96% dividend yield over the last twelve months, with an annual payout of $12.04 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $12.04 | $12.04 | $11.29 | $3.27 | $5.01 | $7.10 | $3.46 | $2.72 | $0.95 | $2.32 | $0.69 | $0.80 |
Dividend yield | 10.96% | 11.12% | 10.41% | 3.50% | 7.19% | 6.81% | 3.90% | 3.73% | 1.65% | 3.83% | 1.34% | 1.63% |
Monthly Dividends
The table displays the monthly dividend distributions for Bridges Investment 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $12.04 | $12.04 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $11.29 | $11.29 |
| 2023 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.26 | $3.27 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $5.01 | $5.01 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.10 | $7.10 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Bridges Investment 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 Bridges Investment Fund was 56.58%, occurring on Mar 9, 2009. Recovery took 1021 trading sessions.
The current Bridges Investment Fund drawdown is 3.52%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -56.58%Mar 2009 | 8y 11mo | 4y 20d | 13y 4dMar 2000 - Mar 2013 |
COVID crash2020 | -34.52%Mar 2020 | 1mo 2d | 3mo 29d | 5mo 1dFeb 2020 - Jul 2020 |
Bear market2022 | -32.57%Nov 2022 | 10mo 10d | 1y 2mo | 2y 21dDec 2021 - Jan 2024 |
1989 bear market1989 | -27.75%Jan 1989 | 1y 4mo | 5y 29d | 6y 5moAug 1987 - Jan 1994 |
1982 bear market1982 | -23.88%Jul 1982 | 1y 7mo | 11mo 5d | 2y 6moDec 1980 - Jun 1983 |
Drawdown Indicators
| BRGIX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.58% | -56.78% | +0.20% |
Max Drawdown (1Y)Largest decline over 1 year | -14.91% | -9.10% | -5.81% |
Max Drawdown (3Y)Largest decline over 3 years | -19.79% | -18.90% | -0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -32.57% | -25.43% | -7.14% |
Max Drawdown (10Y)Largest decline over 10 years | -34.52% | -33.92% | -0.60% |
Current DrawdownCurrent decline from peak | -3.52% | -1.80% | -1.72% |
Average DrawdownAverage peak-to-trough decline | -12.48% | -10.71% | -1.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.07% | 2.03% | +2.04% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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