BRAGX vs. VFINX

In the year-to-date period, BRAGX achieves a -2.47% return, which is significantly higher than VFINX's -3.39% return. Over the past 10 years, BRAGX has underperformed VFINX with an annualized return of 5.29%, while VFINX has yielded a comparatively higher 12.34% annualized return.

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BRAGX has a 0.39% expense ratio, which is higher than VFINX's 0.14% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Bridgeway Aggressive Investors 1 Fund (BRAGX) and Vanguard 500 Index Fund Investor Shares (VFINX). 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 0.52, which is comparable to the VFINX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of BRAGX and VFINX, 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 0.55%, less than VFINX's 1.23% yield.

The maximum BRAGX drawdown since its inception was -72.10%, which is greater than VFINX's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for BRAGX and VFINX. For additional features, visit the drawdowns tool.