BRAGX vs. BRSVX

In the year-to-date period, BRAGX achieves a 2.78% return, which is significantly higher than BRSVX's -9.24% return. Over the past 10 years, BRAGX has underperformed BRSVX with an annualized return of 8.06%, while BRSVX has yielded a comparatively higher 8.58% annualized return.

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BRAGX has a 0.39% expense ratio, which is lower than BRSVX's 0.83% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Bridgeway Aggressive Investors 1 Fund (BRAGX) and Bridgeway Small Cap Value Fund (BRSVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current BRAGX Sharpe Ratio is 0.91, which is higher than the BRSVX Sharpe Ratio of -0.19. The chart below compares the historical Sharpe Ratios of BRAGX and BRSVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BRAGX's dividend yield for the trailing twelve months is around 3.10%, less than BRSVX's 8.35% yield.

The maximum BRAGX drawdown since its inception was -67.04%, roughly equal to the maximum BRSVX drawdown of -67.58%. Use the drawdown chart below to compare losses from any high point for BRAGX and BRSVX.

The current volatility for Bridgeway Aggressive Investors 1 Fund (BRAGX) is 5.58%, while Bridgeway Small Cap Value Fund (BRSVX) has a volatility of 6.57%. This indicates that BRAGX experiences smaller price fluctuations and is considered to be less risky than BRSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.