BRAGX vs. DSMFX
Compare and contrast key facts about Bridgeway Aggressive Investors 1 Fund (BRAGX) and Destinations Small-Mid Cap Equity Fund (DSMFX).
BRAGX is managed by Bridgeway. It was launched on Aug 5, 1994. DSMFX is managed by Destinations Funds. It was launched on Mar 20, 2017.
Performance
BRAGX vs. DSMFX - Performance Comparison
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BRAGX vs. DSMFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | -5.37% | 18.09% | 35.79% | 23.13% | -22.41% | 10.96% | 14.35% | 21.86% | -22.42% | 12.23% |
DSMFX Destinations Small-Mid Cap Equity Fund | 0.28% | 13.94% | 14.72% | 11.61% | -19.89% | 26.65% | 23.63% | 30.82% | -7.68% | 12.35% |
Returns By Period
In the year-to-date period, BRAGX achieves a -5.37% return, which is significantly lower than DSMFX's 0.28% return.
BRAGX
- 1D
- -1.12%
- 1M
- -6.58%
- YTD
- -5.37%
- 6M
- -3.43%
- 1Y
- 18.40%
- 3Y*
- 20.43%
- 5Y*
- 8.26%
- 10Y*
- 9.42%
DSMFX
- 1D
- -1.71%
- 1M
- -8.77%
- YTD
- 0.28%
- 6M
- 3.91%
- 1Y
- 26.70%
- 3Y*
- 13.32%
- 5Y*
- 5.56%
- 10Y*
- —
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BRAGX vs. DSMFX - Expense Ratio Comparison
BRAGX has a 0.39% expense ratio, which is lower than DSMFX's 1.10% expense ratio.
Return for Risk
BRAGX vs. DSMFX — Risk / Return Rank
BRAGX
DSMFX
BRAGX vs. DSMFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Aggressive Investors 1 Fund (BRAGX) and Destinations Small-Mid Cap Equity Fund (DSMFX). 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 | DSMFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.06 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.62 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.55 | -0.31 |
Martin ratioReturn relative to average drawdown | 5.83 | 6.93 | -1.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRAGX | DSMFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.06 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.27 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.49 | -0.03 |
Correlation
The correlation between BRAGX and DSMFX is 0.89, 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. DSMFX - Dividend Comparison
BRAGX's dividend yield for the trailing twelve months is around 19.97%, more than DSMFX's 7.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | 19.97% | 18.90% | 3.19% | 0.88% | 1.46% | 1.18% | 1.01% | 1.30% | 11.62% | 0.00% | 0.56% | 0.05% |
DSMFX Destinations Small-Mid Cap Equity Fund | 7.11% | 7.13% | 7.71% | 0.26% | 3.57% | 27.39% | 2.06% | 4.05% | 5.96% | 0.92% | 0.00% | 0.00% |
Drawdowns
BRAGX vs. DSMFX - Drawdown Comparison
The maximum BRAGX drawdown since its inception was -67.04%, which is greater than DSMFX's maximum drawdown of -42.52%. Use the drawdown chart below to compare losses from any high point for BRAGX and DSMFX.
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Drawdown Indicators
| BRAGX | DSMFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.04% | -42.52% | -24.52% |
Max Drawdown (1Y)Largest decline over 1 year | -13.13% | -13.93% | +0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -35.92% | -30.72% | -5.20% |
Max Drawdown (10Y)Largest decline over 10 years | -46.74% | — | — |
Current DrawdownCurrent decline from peak | -8.08% | -9.75% | +1.67% |
Average DrawdownAverage peak-to-trough decline | -16.06% | -8.91% | -7.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 3.64% | -0.85% |
Volatility
BRAGX vs. DSMFX - Volatility Comparison
The current volatility for Bridgeway Aggressive Investors 1 Fund (BRAGX) is 5.09%, while Destinations Small-Mid Cap Equity Fund (DSMFX) has a volatility of 6.40%. This indicates that BRAGX experiences smaller price fluctuations and is considered to be less risky than DSMFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRAGX | DSMFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 6.40% | -1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 11.62% | 13.28% | -1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.25% | 23.85% | -2.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.40% | 20.89% | -0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.36% | 21.90% | -0.54% |