WSR vs. BRSVX
WSR (Whitestone REIT) is a stock, while BRSVX (Bridgeway Small Cap Value Fund) is Small Cap Value Equities fund managed by Bridgeway. Over the past 10 years, WSR returned 8.84%/yr vs 12.58%/yr for BRSVX. A 0.54 correlation means they provide meaningful diversification when combined.
Performance
WSR vs. BRSVX - Performance Comparison
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Returns By Period
In the year-to-date period, WSR achieves a 38.60% return, which is significantly higher than BRSVX's 18.67% return. Over the past 10 years, WSR has underperformed BRSVX with an annualized return of 8.84%, while BRSVX has yielded a comparatively higher 12.58% annualized return.
WSR
- 1D
- -0.05%
- 1M
- 0.49%
- YTD
- 38.60%
- 6M
- 41.24%
- 1Y
- 56.34%
- 3Y*
- 31.53%
- 5Y*
- 23.16%
- 10Y*
- 8.84%
BRSVX
- 1D
- 0.53%
- 1M
- 4.02%
- YTD
- 18.67%
- 6M
- 16.77%
- 1Y
- 35.60%
- 3Y*
- 12.49%
- 5Y*
- 7.39%
- 10Y*
- 12.58%
WSR vs. BRSVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WSR Whitestone REIT | 38.60% | 2.17% | 19.75% | 33.96% | -0.54% | 33.34% | -37.17% | 20.34% | -6.80% | 9.23% |
BRSVX Bridgeway Small Cap Value Fund | 18.67% | 5.51% | -0.22% | 14.20% | -7.76% | 67.87% | 12.04% | 15.00% | -13.09% | 7.09% |
Correlation
The correlation between WSR and BRSVX is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.57 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Aug 26, 2010 | 0.54 |
The correlation between WSR and BRSVX shifts across timeframes, from 0.40 (1 year) to 0.57 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
WSR vs. BRSVX — Risk / Return Rank
WSR
BRSVX
WSR vs. BRSVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Whitestone REIT (WSR) and Bridgeway Small Cap Value Fund (BRSVX). 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.
| WSR | BRSVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.39 | ||
| Sortino ratioReturn per unit of downside risk | +1.15 | ||
| Omega ratioGain probability vs. loss probability | 1.56 | 1.37 | +0.20 |
| Calmar ratioReturn relative to maximum drawdown | 4.45 | 4.24 | +0.21 |
| Martin ratioReturn relative to average drawdown | 17.71 | 12.80 | +4.91 |
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Drawdowns
WSR vs. BRSVX - Drawdown Comparison
The maximum WSR drawdown since its inception was -63.62%, smaller than the maximum BRSVX drawdown of -67.58%. Use the drawdown chart below to compare losses from any high point for WSR and BRSVX.
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Drawdown Indicators
| WSR | BRSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.62% | -67.58% | +3.96% |
Max Drawdown (1Y)Largest decline over 1 year | -12.73% | -9.11% | -3.62% |
Max Drawdown (3Y)Largest decline over 3 years | -22.06% | -30.52% | +8.46% |
Max Drawdown (5Y)Largest decline over 5 years | -37.72% | -30.52% | -7.20% |
Max Drawdown (10Y)Largest decline over 10 years | -63.62% | -51.67% | -11.95% |
Current DrawdownCurrent decline from peak | -0.05% | -0.20% | +0.15% |
Average DrawdownAverage peak-to-trough decline | -14.17% | -13.62% | -0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 3.01% | +0.18% |
Volatility
WSR vs. BRSVX - Volatility Comparison
The current volatility for Whitestone REIT (WSR) is 0.62%, while Bridgeway Small Cap Value Fund (BRSVX) has a volatility of 4.91%. This indicates that WSR experiences smaller price fluctuations and is considered to be less risky than BRSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSR | BRSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.62% | 4.91% | -4.29% |
Volatility (6M)Calculated over the trailing 6-month period | 15.67% | 13.17% | +2.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.00% | 18.58% | +4.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.43% | 22.10% | +4.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.35% | 24.26% | +10.09% |
Dividends
WSR vs. BRSVX - Dividend Comparison
WSR's dividend yield for the trailing twelve months is around 2.93%, more than BRSVX's 1.77% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRSVX Bridgeway Small Cap Value Fund | 1.77% | 2.10% | 3.35% | 2.64% | 0.96% | 4.55% | 0.84% | 2.38% | 21.58% | 0.87% | 0.97% | 1.96% |
WSR Whitestone REIT | 2.93% | 3.89% | 3.47% | 3.91% | 4.85% | 4.22% | 7.53% | 7.67% | 9.30% | 7.91% | 8.59% | 9.49% |
Frequently Asked Questions
WSR and BRSVX have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRSVX has higher volatility (4.91%) compared to WSR (0.62%). In terms of maximum drawdown, WSR dropped -63.62% vs BRSVX's -67.58%.
WSR currently has the higher Sharpe Ratio (2.47 vs 2.08), 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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