Bridgeway Global Opportunities Fund Class N (BRGOX)

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

Bridgeway Global Opportunities Fund Class N (BRGOX) has returned 6.16% so far this year and 18.82% over the past 12 months.

Based on dividend-adjusted daily data since Jan 3, 2025, BRGOX's average daily return is +0.07%, while the average monthly return is +1.34%. At this rate, your investment would double in approximately 4.3 years.

Historically, 80% of months were positive and 20% were negative. The best month was Jan 2026 with a return of +4.5%, while the worst month was Mar 2026 at -1.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 1 months.

On a daily basis, BRGOX closed higher 49% of trading days. The best single day was Apr 14, 2025 with a return of +2.9%, while the worst single day was Apr 11, 2025 at -2.8%.

Bridgeway Global Opportunities Fund Class N has an annualized alpha of 18.21%, beta of -0.02, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since January 07, 2025.

• This fund captured 53.57% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -46.16%) — a profile typical of hedging or uncorrelated assets.
• Beta of -0.02 may look defensive, but with R² of 0.00 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.00 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

BRGOX has a high expense ratio of 1.63%, indicating above-average management fees.

BRGOX ranks 97 for risk / return — in the top 97% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Bridgeway Global Opportunities Fund Class N (BRGOX) and compare them to a chosen benchmark (S&P 500 Index).

Bridgeway Global Opportunities Fund Class N provided a 10.70% dividend yield over the last twelve months, with an annual payout of $1.20 per share.

The table displays the monthly dividend distributions for Bridgeway Global Opportunities Fund Class N. 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 Global Opportunities Fund Class N. 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 Global Opportunities Fund Class N was 3.78%, occurring on Jul 25, 2025. Recovery took 6 trading sessions.

The current Bridgeway Global Opportunities Fund Class N drawdown is 2.10%.

The chart below shows the rolling one-month volatility.