BRAGX vs. VT

In the year-to-date period, BRAGX achieves a 2.78% return, which is significantly lower than VT's 5.36% return. Over the past 10 years, BRAGX has underperformed VT with an annualized return of 8.06%, while VT has yielded a comparatively higher 9.24% annualized return.

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BRAGX has a 0.39% expense ratio, which is higher than VT's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Bridgeway Aggressive Investors 1 Fund (BRAGX) and Vanguard Total World Stock ETF (VT). 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 0.91, which is comparable to the VT Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of BRAGX and VT, 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 3.10%, more than VT's 1.83% yield.

The maximum BRAGX drawdown since its inception was -67.04%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for BRAGX and VT.

Bridgeway Aggressive Investors 1 Fund (BRAGX) has a higher volatility of 5.58% compared to Vanguard Total World Stock ETF (VT) at 3.82%. This indicates that BRAGX's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.