BRLGX vs. MRFOX
BRLGX (American Beacon Bridgeway Large Cap Growth Fund) and MRFOX (Marshfield Concentrated Opportunity Fund) are both Large Cap Growth Equities funds. Over the past 10 years, BRLGX returned 16.40%/yr vs 15.42%/yr for MRFOX. A 0.70 correlation means they provide meaningful diversification when combined. BRLGX charges 0.80%/yr vs 1.05%/yr for MRFOX.
Performance
BRLGX vs. MRFOX - Performance Comparison
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Returns By Period
In the year-to-date period, BRLGX achieves a 17.54% return, which is significantly higher than MRFOX's -0.93% return. Over the past 10 years, BRLGX has outperformed MRFOX with an annualized return of 16.40%, while MRFOX has yielded a comparatively lower 15.42% annualized return.
BRLGX
- 1D
- -0.56%
- 1M
- 9.21%
- YTD
- 17.54%
- 6M
- 16.59%
- 1Y
- 33.68%
- 3Y*
- 25.12%
- 5Y*
- 13.82%
- 10Y*
- 16.40%
MRFOX
- 1D
- 0.06%
- 1M
- -2.02%
- YTD
- -0.93%
- 6M
- -1.50%
- 1Y
- 4.78%
- 3Y*
- 13.84%
- 5Y*
- 10.86%
- 10Y*
- 15.42%
BRLGX vs. MRFOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRLGX American Beacon Bridgeway Large Cap Growth Fund | 17.54% | 16.31% | 24.13% | 31.38% | -25.39% | 22.04% | 34.57% | 30.27% | -6.18% | 27.19% |
MRFOX Marshfield Concentrated Opportunity Fund | -0.93% | 10.05% | 17.10% | 17.68% | 5.06% | 17.71% | 15.19% | 36.26% | 1.89% | 25.92% |
Correlation
The correlation between BRLGX and MRFOX is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.62 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.69 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.70 |
Over the past year, the correlation between BRLGX and MRFOX has dropped to 0.32 - well below their long-term average of 0.70, suggesting their price drivers have been diverging.
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Return for Risk
BRLGX vs. MRFOX — Risk / Return Rank
BRLGX
MRFOX
BRLGX vs. MRFOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Bridgeway Large Cap Growth Fund (BRLGX) and Marshfield Concentrated Opportunity Fund (MRFOX). 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.
| BRLGX | MRFOX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.64 | ||
| Sortino ratioReturn per unit of downside risk | +2.06 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.08 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 2.36 | 0.64 | +1.72 |
| Martin ratioReturn relative to average drawdown | 8.03 | 1.84 | +6.19 |
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
| BRLGX | MRFOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.11 | 0.46 | +1.64 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.90 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 1.09 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 1.06 | -0.54 |
Drawdowns
BRLGX vs. MRFOX - Drawdown Comparison
The maximum BRLGX drawdown since its inception was -55.32%, which is greater than MRFOX's maximum drawdown of -29.10%. Use the drawdown chart below to compare losses from any high point for BRLGX and MRFOX.
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Drawdown Indicators
| BRLGX | MRFOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.32% | -29.10% | -26.22% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -7.03% | -7.61% |
Max Drawdown (3Y)Largest decline over 3 years | -28.25% | -7.91% | -20.34% |
Max Drawdown (5Y)Largest decline over 5 years | -32.58% | -12.98% | -19.60% |
Max Drawdown (10Y)Largest decline over 10 years | -34.79% | -29.10% | -5.69% |
Current DrawdownCurrent decline from peak | -0.56% | -3.33% | +2.77% |
Average DrawdownAverage peak-to-trough decline | -9.19% | -2.37% | -6.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.30% | 2.45% | +1.85% |
Volatility
BRLGX vs. MRFOX - Volatility Comparison
American Beacon Bridgeway Large Cap Growth Fund (BRLGX) has a higher volatility of 3.95% compared to Marshfield Concentrated Opportunity Fund (MRFOX) at 2.36%. This indicates that BRLGX's price experiences larger fluctuations and is considered to be riskier than MRFOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRLGX | MRFOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 2.36% | +1.59% |
Volatility (6M)Calculated over the trailing 6-month period | 12.68% | 6.94% | +5.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.42% | 9.77% | +6.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.57% | 12.06% | +10.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.89% | 14.25% | +7.64% |
BRLGX vs. MRFOX - Expense Ratio Comparison
BRLGX has a 0.80% expense ratio, which is lower than MRFOX's 1.05% expense ratio.
Dividends
BRLGX vs. MRFOX - Dividend Comparison
BRLGX's dividend yield for the trailing twelve months is around 8.60%, more than MRFOX's 1.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRLGX American Beacon Bridgeway Large Cap Growth Fund | 8.60% | 10.11% | 14.74% | 0.76% | 17.14% | 19.83% | 10.72% | 10.33% | 10.87% | 4.20% | 0.64% |
MRFOX Marshfield Concentrated Opportunity Fund | 1.64% | 1.62% | 4.59% | 0.46% | 0.35% | 6.78% | 2.68% | 1.39% | 1.94% | 2.06% | 0.60% |
Frequently Asked Questions
BRLGX and MRFOX have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRLGX has higher volatility (3.95%) compared to MRFOX (2.36%). In terms of maximum drawdown, BRLGX dropped -55.32% vs MRFOX's -29.10%.
BRLGX currently has the higher Sharpe Ratio (2.11 vs 0.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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