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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Bridges Investment Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Bridges Investment Fund (BRGIX) has returned -12.42% so far this year and 3.53% over the past 12 months. Over the last decade, BRGIX has posted an annualized return of 12.62%, slightly higher than the S&P 500 Index benchmark’s 12.16%.
Bridges Investment Fund
- 1D
- 0.53%
- 1M
- -8.48%
- YTD
- -12.42%
- 6M
- -10.85%
- 1Y
- 3.53%
- 3Y*
- 15.64%
- 5Y*
- 8.43%
- 10Y*
- 12.62%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jan 2, 1980, BRGIX's average daily return is +0.03%, while the average monthly return is +0.67%. At this rate, your investment would double in approximately 8.7 years.
Historically, 61% of months were positive and 39% 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% | -8.48% | -12.42% | |||||||||
| 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 0.39%, beta of 0.77, and R² of 0.62 versus S&P 500 Index. Calculated based on daily prices since January 03, 1980.
- This fund participated in 95.88% of S&P 500 Index downside but only 86.98% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- 0.39%
- Beta
- 0.77
- R²
- 0.62
- Upside Capture
- 86.98%
- Downside Capture
- 95.88%
Expense Ratio
BRGIX has an expense ratio of 0.72%, placing it in the medium range.
Return for Risk
Risk / Return Rank
BRGIX ranks 8 for risk / return — in the bottom 8% 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 a chosen benchmark (S&P 500 Index).
| BRGIX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.20 | 0.90 | -0.70 |
Sortino ratioReturn per unit of downside risk | 0.43 | 1.39 | -0.95 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.21 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 1.40 | -1.31 |
Martin ratioReturn relative to average drawdown | 0.35 | 6.61 | -6.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore BRGIX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Bridges Investment Fund provided a 12.70% 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 | 12.70% | 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 | |||||||||
| 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 14.46%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -56.58% | Mar 27, 2000 | 2250 | Mar 9, 2009 | 1021 | Mar 28, 2013 | 3271 |
| -34.52% | Feb 20, 2020 | 23 | Mar 23, 2020 | 82 | Jul 20, 2020 | 105 |
| -32.57% | Dec 28, 2021 | 217 | Nov 3, 2022 | 301 | Jan 18, 2024 | 518 |
| -27.75% | Aug 28, 1987 | 341 | Jan 3, 1989 | 1285 | Jan 31, 1994 | 1626 |
| -23.88% | Dec 31, 1980 | 400 | Jul 30, 1982 | 233 | Jun 30, 1983 | 633 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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