BRLVX vs. FAIRX
BRLVX (American Beacon Bridgeway Large Cap Value Fund) and FAIRX (Fairholme Fund) are both Large Cap Value Equities funds. Over the past 10 years, BRLVX returned 11.25%/yr vs 9.10%/yr for FAIRX. Their 0.67 correlation means they have sometimes moved together and sometimes differently. BRLVX charges 0.75%/yr vs 1.00%/yr for FAIRX.
Performance
BRLVX vs. FAIRX - Performance Comparison
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Returns By Period
In the year-to-date period, BRLVX achieves a 20.86% return, which is significantly higher than FAIRX's 6.16% return. Over the past 10 years, BRLVX has outperformed FAIRX with an annualized return of 11.25%, while FAIRX has yielded a comparatively lower 9.10% annualized return.
BRLVX
- 1D
- 0.23%
- 1M
- 1.36%
- 6M
- 16.08%
- YTD
- 20.86%
- 1Y
- 40.63%
- 3Y*
- 21.55%
- 5Y*
- 13.49%
- 10Y*
- 11.25%
- ALL TIME*
- 10.19%
FAIRX
- 1D
- 1.30%
- 1M
- 2.50%
- 6M
- -3.41%
- YTD
- 6.16%
- 1Y
- 24.72%
- 3Y*
- 2.99%
- 5Y*
- 8.14%
- 10Y*
- 9.10%
- ALL TIME*
- 9.58%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
FAIRX Fairholme Fund | $0.00 | $0.00 | $0.00 |
BRLVX vs. FAIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRLVX American Beacon Bridgeway Large Cap Value Fund | 20.86% | 24.30% | 16.48% | 11.42% | -7.79% | 22.95% | -3.06% | 25.13% | -13.40% | 15.89% |
FAIRX Fairholme Fund | 6.16% | 29.49% | -17.44% | 46.72% | -20.49% | 6.87% | 47.76% | 32.06% | -23.18% | -5.94% |
Correlation
The correlation between BRLVX and FAIRX is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (3Y) Balances recent behavior with more history. | 0.58 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.62 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.57 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 2003 | 0.67 |
Over the past year, the correlation between BRLVX and FAIRX has dropped to 0.44 - well below their long-term average of 0.67, suggesting their price drivers have been diverging.
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Return for Risk
BRLVX vs. FAIRX — Risk / Return Rank
BRLVX
FAIRX
BRLVX vs. FAIRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Beacon Bridgeway Large Cap Value Fund (BRLVX) and Fairholme Fund (FAIRX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRLVX | FAIRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.04 | ||
| Sortino ratioReturn per unit of downside risk | +2.70 | ||
| Omega ratioGain probability vs. loss probability | 1.52 | 1.18 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 5.20 | 1.51 | +3.69 |
| Martin ratioReturn relative to average drawdown | 22.45 | 3.39 | +19.06 |
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Drawdowns
BRLVX vs. FAIRX - Drawdown Comparison
The maximum BRLVX drawdown since its inception was -55.94%, which is greater than FAIRX's maximum drawdown of -51.28%. Use the drawdown chart below to compare losses from any high point for BRLVX and FAIRX.
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Drawdown Indicators
| BRLVX | FAIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.94% | -51.28% | -4.66% |
Max Drawdown (1Y)Largest decline over 1 year | -7.49% | -14.55% | +7.06% |
Max Drawdown (3Y)Largest decline over 3 years | -23.02% | -27.95% | +4.93% |
Max Drawdown (5Y)Largest decline over 5 years | -23.02% | -41.50% | +18.48% |
Max Drawdown (10Y)Largest decline over 10 years | -42.13% | -41.50% | -0.63% |
Current DrawdownCurrent decline from peak | -0.94% | -10.63% | +9.69% |
Average DrawdownAverage peak-to-trough decline | -8.03% | -11.59% | +3.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.73% | 6.48% | -4.75% |
Volatility
BRLVX vs. FAIRX - Volatility Comparison
The current volatility for American Beacon Bridgeway Large Cap Value Fund (BRLVX) is 2.85%, while Fairholme Fund (FAIRX) has a volatility of 4.10%. This indicates that BRLVX experiences smaller price fluctuations and is considered to be less risky than FAIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRLVX | FAIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.85% | 4.10% | -1.25% |
Volatility (6M)Calculated over the trailing 6-month period | 10.58% | 17.61% | -7.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.28% | 24.52% | -11.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.99% | 26.10% | -7.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.04% | 24.10% | -4.06% |
BRLVX vs. FAIRX - Expense Ratio Comparison
BRLVX has a 0.75% expense ratio, which is lower than FAIRX's 1.00% expense ratio.
Dividends
BRLVX vs. FAIRX - Dividend Comparison
BRLVX's dividend yield for the trailing twelve months is around 10.45%, more than FAIRX's 0.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRLVX American Beacon Bridgeway Large Cap Value Fund | 10.45% | 12.63% | 18.01% | 12.03% | 4.88% | 9.69% | 10.64% | 4.23% | 9.41% | 5.80% | 1.42% | 3.71% |
FAIRX Fairholme Fund | 0.55% | 0.58% | 0.71% | 0.41% | 0.00% | 0.00% | 0.57% | 0.83% | 2.23% | 1.29% | 7.29% | 69.79% |
Frequently Asked Questions
BRLVX and FAIRX have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FAIRX has higher volatility (4.10%) compared to BRLVX (2.85%). In terms of maximum drawdown, BRLVX dropped -55.94% vs FAIRX's -51.28%.
BRLVX currently has the higher Sharpe Ratio (2.94 vs 0.90), 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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