BRUSX vs. BRAGX
Compare and contrast key facts about Bridgeway Ultra Small Company Fund (BRUSX) and Bridgeway Aggressive Investors 1 Fund (BRAGX).
BRUSX is managed by Bridgeway. It was launched on Aug 5, 1994. BRAGX is managed by Bridgeway. It was launched on Aug 5, 1994.
Performance
BRUSX vs. BRAGX - Performance Comparison
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BRUSX vs. BRAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRUSX Bridgeway Ultra Small Company Fund | -6.03% | 7.13% | 17.57% | 18.14% | -10.99% | 13.85% | 33.43% | 9.52% | -15.77% | 3.86% |
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% |
Returns By Period
In the year-to-date period, BRUSX achieves a -6.03% return, which is significantly lower than BRAGX's -5.37% return. Over the past 10 years, BRUSX has underperformed BRAGX with an annualized return of 7.70%, while BRAGX has yielded a comparatively higher 9.42% annualized return.
BRUSX
- 1D
- -0.70%
- 1M
- -8.64%
- YTD
- -6.03%
- 6M
- -8.04%
- 1Y
- 15.35%
- 3Y*
- 10.40%
- 5Y*
- 2.10%
- 10Y*
- 7.70%
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%
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BRUSX vs. BRAGX - Expense Ratio Comparison
BRUSX has a 1.26% expense ratio, which is higher than BRAGX's 0.39% expense ratio.
Return for Risk
BRUSX vs. BRAGX — Risk / Return Rank
BRUSX
BRAGX
BRUSX vs. BRAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Ultra Small Company Fund (BRUSX) and Bridgeway Aggressive Investors 1 Fund (BRAGX). 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.
| BRUSX | BRAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 0.88 | -0.30 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.35 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.20 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 1.24 | -0.47 |
Martin ratioReturn relative to average drawdown | 2.21 | 5.83 | -3.62 |
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
| BRUSX | BRAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 0.88 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.41 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.44 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.45 | +0.03 |
Correlation
The correlation between BRUSX and BRAGX is 0.76, 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
BRUSX vs. BRAGX - Dividend Comparison
BRUSX's dividend yield for the trailing twelve months is around 11.23%, less than BRAGX's 19.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRUSX Bridgeway Ultra Small Company Fund | 11.23% | 10.56% | 2.46% | 4.97% | 18.41% | 7.70% | 1.53% | 1.14% | 13.87% | 1.99% | 1.12% | 1.03% |
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% |
Drawdowns
BRUSX vs. BRAGX - Drawdown Comparison
The maximum BRUSX drawdown since its inception was -60.38%, smaller than the maximum BRAGX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for BRUSX and BRAGX.
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Drawdown Indicators
| BRUSX | BRAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.38% | -67.04% | +6.66% |
Max Drawdown (1Y)Largest decline over 1 year | -14.33% | -13.13% | -1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -39.83% | -35.92% | -3.91% |
Max Drawdown (10Y)Largest decline over 10 years | -55.77% | -46.74% | -9.03% |
Current DrawdownCurrent decline from peak | -12.20% | -8.08% | -4.12% |
Average DrawdownAverage peak-to-trough decline | -13.61% | -16.06% | +2.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.06% | 2.79% | +2.27% |
Volatility
BRUSX vs. BRAGX - Volatility Comparison
Bridgeway Ultra Small Company Fund (BRUSX) has a higher volatility of 6.39% compared to Bridgeway Aggressive Investors 1 Fund (BRAGX) at 5.09%. This indicates that BRUSX's price experiences larger fluctuations and is considered to be riskier than BRAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRUSX | BRAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.39% | 5.09% | +1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 15.33% | 11.62% | +3.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.80% | 21.25% | +3.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.39% | 20.40% | +2.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.28% | 21.36% | +1.92% |