BRAGX vs. MISIX
Compare and contrast key facts about Bridgeway Aggressive Investors 1 Fund (BRAGX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
BRAGX is managed by Bridgeway. It was launched on Aug 5, 1994. MISIX is managed by Victory.
Performance
BRAGX vs. MISIX - Performance Comparison
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BRAGX vs. MISIX - 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% | 18.44% |
MISIX Victory Trivalent International Small-Cap Fund Class I | -0.70% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
Returns By Period
In the year-to-date period, BRAGX achieves a -5.37% return, which is significantly lower than MISIX's -0.70% return. Both investments have delivered pretty close results over the past 10 years, with BRAGX having a 9.42% annualized return and MISIX not far behind at 9.25%.
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%
MISIX
- 1D
- -0.60%
- 1M
- -13.84%
- YTD
- -0.70%
- 6M
- 4.64%
- 1Y
- 33.88%
- 3Y*
- 16.76%
- 5Y*
- 7.07%
- 10Y*
- 9.25%
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BRAGX vs. MISIX - Expense Ratio Comparison
BRAGX has a 0.39% expense ratio, which is lower than MISIX's 0.97% expense ratio.
Return for Risk
BRAGX vs. MISIX — Risk / Return Rank
BRAGX
MISIX
BRAGX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Aggressive Investors 1 Fund (BRAGX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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 | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.97 | -1.09 |
Sortino ratioReturn per unit of downside risk | 1.35 | 2.54 | -1.19 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.39 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 2.24 | -0.99 |
Martin ratioReturn relative to average drawdown | 5.83 | 9.80 | -3.97 |
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 | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.97 | -1.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.40 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.52 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.31 | +0.14 |
Correlation
The correlation between BRAGX and MISIX is 0.73, 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. MISIX - Dividend Comparison
BRAGX's dividend yield for the trailing twelve months is around 19.97%, more than MISIX's 6.09% 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% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 6.09% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
Drawdowns
BRAGX vs. MISIX - Drawdown Comparison
The maximum BRAGX drawdown since its inception was -67.04%, roughly equal to the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for BRAGX and MISIX.
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Drawdown Indicators
| BRAGX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.04% | -67.61% | +0.57% |
Max Drawdown (1Y)Largest decline over 1 year | -13.13% | -13.84% | +0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -35.92% | -37.69% | +1.77% |
Max Drawdown (10Y)Largest decline over 10 years | -46.74% | -41.82% | -4.92% |
Current DrawdownCurrent decline from peak | -8.08% | -13.84% | +5.76% |
Average DrawdownAverage peak-to-trough decline | -16.06% | -16.99% | +0.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 3.16% | -0.37% |
Volatility
BRAGX vs. MISIX - Volatility Comparison
The current volatility for Bridgeway Aggressive Investors 1 Fund (BRAGX) is 5.09%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 6.80%. This indicates that BRAGX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRAGX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 6.80% | -1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 11.62% | 11.32% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.25% | 16.62% | +4.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.40% | 17.68% | +2.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.36% | 17.78% | +3.58% |