DSMFX vs. BRAGX
Compare and contrast key facts about Destinations Small-Mid Cap Equity Fund (DSMFX) and Bridgeway Aggressive Investors 1 Fund (BRAGX).
DSMFX is managed by Destinations Funds. It was launched on Mar 20, 2017. BRAGX is managed by Bridgeway. It was launched on Aug 5, 1994.
Performance
DSMFX vs. BRAGX - Performance Comparison
Loading graphics...
DSMFX vs. BRAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSMFX Destinations Small-Mid Cap Equity Fund | 0.28% | 13.94% | 14.72% | 11.61% | -19.89% | 26.65% | 23.63% | 30.82% | -7.68% | 12.35% |
BRAGX Bridgeway Aggressive Investors 1 Fund | -5.37% | 18.09% | 35.79% | 23.13% | -22.41% | 10.96% | 14.35% | 21.86% | -22.42% | 12.23% |
Returns By Period
In the year-to-date period, DSMFX achieves a 0.28% return, which is significantly higher than BRAGX's -5.37% return.
DSMFX
- 1D
- -1.71%
- 1M
- -8.77%
- YTD
- 0.28%
- 6M
- 3.91%
- 1Y
- 26.70%
- 3Y*
- 13.32%
- 5Y*
- 5.56%
- 10Y*
- —
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DSMFX vs. BRAGX - Expense Ratio Comparison
DSMFX has a 1.10% expense ratio, which is higher than BRAGX's 0.39% expense ratio.
Return for Risk
DSMFX vs. BRAGX — Risk / Return Rank
DSMFX
BRAGX
DSMFX vs. BRAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Destinations Small-Mid Cap Equity Fund (DSMFX) 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.
| DSMFX | BRAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.88 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.62 | 1.35 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.24 | +0.31 |
Martin ratioReturn relative to average drawdown | 6.93 | 5.83 | +1.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DSMFX | BRAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.88 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.41 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.44 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.45 | +0.03 |
Correlation
The correlation between DSMFX and BRAGX is 0.89, 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
DSMFX vs. BRAGX - Dividend Comparison
DSMFX's dividend yield for the trailing twelve months is around 7.11%, less than BRAGX's 19.97% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSMFX Destinations Small-Mid Cap Equity Fund | 7.11% | 7.13% | 7.71% | 0.26% | 3.57% | 27.39% | 2.06% | 4.05% | 5.96% | 0.92% | 0.00% | 0.00% |
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
DSMFX vs. BRAGX - Drawdown Comparison
The maximum DSMFX drawdown since its inception was -42.52%, smaller than the maximum BRAGX drawdown of -67.04%. Use the drawdown chart below to compare losses from any high point for DSMFX and BRAGX.
Loading graphics...
Drawdown Indicators
| DSMFX | BRAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.52% | -67.04% | +24.52% |
Max Drawdown (1Y)Largest decline over 1 year | -13.93% | -13.13% | -0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -30.72% | -35.92% | +5.20% |
Max Drawdown (10Y)Largest decline over 10 years | — | -46.74% | — |
Current DrawdownCurrent decline from peak | -9.75% | -8.08% | -1.67% |
Average DrawdownAverage peak-to-trough decline | -8.91% | -16.06% | +7.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.64% | 2.79% | +0.85% |
Volatility
DSMFX vs. BRAGX - Volatility Comparison
Destinations Small-Mid Cap Equity Fund (DSMFX) has a higher volatility of 6.40% compared to Bridgeway Aggressive Investors 1 Fund (BRAGX) at 5.09%. This indicates that DSMFX'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.
Loading graphics...
Volatility by Period
| DSMFX | BRAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.40% | 5.09% | +1.31% |
Volatility (6M)Calculated over the trailing 6-month period | 13.28% | 11.62% | +1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.85% | 21.25% | +2.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.89% | 20.40% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.90% | 21.36% | +0.54% |