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BRAGX vs. BRSVX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BRAGX vs. BRSVX

Last updated May 12, 2025

Compare and contrast key facts about Bridgeway Aggressive Investors 1 Fund (BRAGX) and Bridgeway Small Cap Value Fund (BRSVX).

BRAGX is managed by Bridgeway. It was launched on Aug 5, 1994. BRSVX is managed by Bridgeway. It was launched on Oct 31, 2003.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRAGX or BRSVX.

Correlation

The correlation between BRAGX and BRSVX is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Performance

BRAGX vs. BRSVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bridgeway Aggressive Investors 1 Fund (BRAGX) and Bridgeway Small Cap Value Fund (BRSVX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BRAGX:

14.93%

BRSVX:

23.11%

Max Drawdown

BRAGX:

-0.99%

BRSVX:

-1.03%

Current Drawdown

BRAGX:

-0.18%

BRSVX:

0.00%

Returns By Period

BRAGX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

BRSVX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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BRAGX vs. BRSVX - Expense Ratio Comparison

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

BRSVX
Bridgeway Small Cap Value Fund
BRAGX
Bridgeway Aggressive Investors 1 Fund

Risk-Adjusted Performance

BRAGX vs. BRSVX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BRAGX
The Risk-Adjusted Performance Rank of BRAGX is 6464
Overall Rank
The Sharpe Ratio Rank of BRAGX is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of BRAGX is 6464
Sortino Ratio Rank
The Omega Ratio Rank of BRAGX is 6767
Omega Ratio Rank
The Calmar Ratio Rank of BRAGX is 7171
Calmar Ratio Rank
The Martin Ratio Rank of BRAGX is 5959
Martin Ratio Rank
BRSVX
The Risk-Adjusted Performance Rank of BRSVX is 55
Overall Rank
The Sharpe Ratio Rank of BRSVX is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of BRSVX is 55
Sortino Ratio Rank
The Omega Ratio Rank of BRSVX is 66
Omega Ratio Rank
The Calmar Ratio Rank of BRSVX is 44
Calmar Ratio Rank
The Martin Ratio Rank of BRSVX is 66
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BRAGX vs. BRSVX - Risk-Adjusted Performance Comparison

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.

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Dividends

BRAGX vs. BRSVX - Dividend Comparison

BRAGX's dividend yield for the trailing twelve months is around 3.27%, more than BRSVX's 1.86% yield.

TTM20242023202220212020201920182017201620152014
BRAGX
Bridgeway Aggressive Investors 1 Fund		3.27%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BRSVX
Bridgeway Small Cap Value Fund		1.86%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BRAGX vs. BRSVX - Drawdown Comparison

The maximum BRAGX drawdown since its inception was -0.99%, roughly equal to the maximum BRSVX drawdown of -1.03%. Use the drawdown chart below to compare losses from any high point for BRAGX and BRSVX. For additional features, visit the drawdowns tool.

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Volatility

BRAGX vs. BRSVX - Volatility Comparison

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