BRAGX vs. BRUSX
Compare and contrast key facts about Bridgeway Aggressive Investors 1 Fund (BRAGX) and Bridgeway Ultra Small Company Fund (BRUSX).
BRAGX is managed by Bridgeway. It was launched on Aug 5, 1994. BRUSX is managed by Bridgeway. It was launched on Aug 5, 1994.
Performance
BRAGX vs. BRUSX - Performance Comparison
Loading graphics...
BRAGX vs. BRUSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | -2.31% | 18.09% | 35.79% | 23.13% | -22.41% | 10.96% | 14.35% | 21.86% | -22.42% | 18.44% |
BRUSX Bridgeway Ultra Small Company Fund | -3.61% | 7.13% | 17.57% | 18.14% | -10.99% | 13.85% | 33.43% | 9.52% | -15.77% | 3.86% |
Returns By Period
In the year-to-date period, BRAGX achieves a -2.31% return, which is significantly higher than BRUSX's -3.61% return. Over the past 10 years, BRAGX has outperformed BRUSX with an annualized return of 9.77%, while BRUSX has yielded a comparatively lower 7.97% annualized return.
BRAGX
- 1D
- 3.23%
- 1M
- -3.85%
- YTD
- -2.31%
- 6M
- -0.02%
- 1Y
- 21.35%
- 3Y*
- 21.71%
- 5Y*
- 8.56%
- 10Y*
- 9.77%
BRUSX
- 1D
- 2.57%
- 1M
- -6.83%
- YTD
- -3.61%
- 6M
- -4.85%
- 1Y
- 19.28%
- 3Y*
- 11.34%
- 5Y*
- 2.04%
- 10Y*
- 7.97%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BRAGX vs. BRUSX - Expense Ratio Comparison
BRAGX has a 0.39% expense ratio, which is lower than BRUSX's 1.26% expense ratio.
Return for Risk
BRAGX vs. BRUSX — Risk / Return Rank
BRAGX
BRUSX
BRAGX vs. BRUSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Aggressive Investors 1 Fund (BRAGX) and Bridgeway Ultra Small Company Fund (BRUSX). 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.
| BRAGX | BRUSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.74 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.16 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.14 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.20 | +0.51 |
Martin ratioReturn relative to average drawdown | 7.98 | 3.38 | +4.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BRAGX | BRUSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.74 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.09 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.34 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.49 | -0.03 |
Correlation
The correlation between BRAGX and BRUSX is 0.76, 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.
Dividends
BRAGX vs. BRUSX - Dividend Comparison
BRAGX's dividend yield for the trailing twelve months is around 19.34%, more than BRUSX's 10.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | 19.34% | 18.90% | 3.19% | 0.88% | 1.46% | 1.18% | 1.01% | 1.30% | 11.62% | 0.00% | 0.56% | 0.05% |
BRUSX Bridgeway Ultra Small Company Fund | 10.95% | 10.56% | 2.46% | 4.97% | 18.41% | 7.70% | 1.53% | 1.14% | 13.87% | 1.99% | 1.12% | 1.03% |
Drawdowns
BRAGX vs. BRUSX - Drawdown Comparison
The maximum BRAGX drawdown since its inception was -67.04%, which is greater than BRUSX's maximum drawdown of -60.38%. Use the drawdown chart below to compare losses from any high point for BRAGX and BRUSX.
Loading graphics...
Drawdown Indicators
| BRAGX | BRUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.04% | -60.38% | -6.66% |
Max Drawdown (1Y)Largest decline over 1 year | -13.13% | -14.33% | +1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -35.92% | -39.83% | +3.91% |
Max Drawdown (10Y)Largest decline over 10 years | -46.74% | -55.77% | +9.03% |
Current DrawdownCurrent decline from peak | -5.11% | -9.94% | +4.83% |
Average DrawdownAverage peak-to-trough decline | -16.06% | -13.61% | -2.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.81% | 5.08% | -2.27% |
Volatility
BRAGX vs. BRUSX - Volatility Comparison
The current volatility for Bridgeway Aggressive Investors 1 Fund (BRAGX) is 6.16%, while Bridgeway Ultra Small Company Fund (BRUSX) has a volatility of 6.99%. This indicates that BRAGX experiences smaller price fluctuations and is considered to be less risky than BRUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BRAGX | BRUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.16% | 6.99% | -0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 15.54% | -3.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.44% | 24.88% | -3.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.45% | 23.41% | -2.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.38% | 23.29% | -1.91% |