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Bridgeway Ultra-Small Company (BRUSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.19+0.41 (+1.48%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.43%
5-Year Average Return11.75%
Number of Years Up21
Number of Years Down8
Best 1 Yr Total Return (Apr 22, 2024)55.78%
Worst 1 Yr Total Return (Apr 22, 2024)N/A
Best 3-Yr Total Return55.78%
Worst 3-Yr Total Return-1.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBRUSXCategory
YTD7.34%26.79%
1-Month2.81%-1.77%
3-Month7.34%4.45%
1-Year21.84%71.02%
3-Year5.67%9.35%
5-Year13.77%12.17%
10-Year5.77%9.95%
Last Bull Market89.56%28.07%
Last Bear Market-12.79%-24.24%

Annual Total Return (%) History

Year
BRUSXCategory
2024
N/AN/A
2023
17.94%N/A
2022
-10.71%N/A
2021
33.34%N/A
2020
31.31%4.02%
2019
9.51%21.43%
2018
-15.68%-15.46%
2017
3.88%8.54%
2016
14.07%25.99%
2015
-16.12%-6.71%
2014
-0.57%3.34%
2013
55.78%36.22%
2012
24.49%16.00%
2011
-14.64%-4.45%
2010
23.55%26.17%
2009
48.93%31.32%
2008
-46.24%-32.24%
2007
-2.77%-6.08%
2006
21.55%16.27%
2005
2.99%6.40%
2004
23.34%21.14%
2003
88.57%42.38%
2002
3.98%-10.12%
2001
34.00%15.92%
2000
4.75%18.64%
1999
40.41%6.78%
1998
-13.11%-6.93%
1997
37.99%27.89%
1996
29.74%22.50%
1995
39.89%22.49%
1994
N/A-0.53%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.34%N/AN/AN/A
20233.91%2.67%-8.62%20.97%
2022-1.03%-12.79%-6.07%10.14%
202127.74%14.10%-6.37%-2.29%
2020-35.06%39.97%7.34%34.59%
201913.69%-5.22%-3.77%5.60%
2018-0.13%6.39%2.58%-22.64%
20170.40%0.74%2.76%-0.06%
2016-1.63%0.35%4.96%10.09%
20151.99%-6.12%-15.41%3.57%
20143.10%-0.07%-8.13%5.05%
201319.45%8.61%9.86%9.30%
201220.99%-6.56%7.00%2.91%
20117.91%-5.45%-26.91%14.47%
20105.83%-8.46%8.81%17.21%
2009-11.27%38.67%16.09%4.26%
2008-16.30%-1.84%-10.13%-27.19%
20071.74%4.12%-1.30%-7.01%
200620.61%-2.17%-8.18%12.19%
2005-5.49%2.40%7.28%-0.80%
20043.99%-0.51%-1.59%21.13%
20033.11%34.30%16.73%16.65%
20027.45%1.48%-16.34%13.98%
200111.38%12.08%-7.04%15.47%
200013.52%-7.85%9.45%-8.51%
1999-9.86%12.53%2.95%34.46%
199815.21%-10.58%-27.21%15.87%
1997-2.80%24.06%32.06%-13.34%
19968.24%14.40%-2.40%7.35%
19955.41%7.79%14.71%7.34%
1994-4.86%N/AN/AN/A

Rank In Category (By Total Return)

YTD16
1-Month95
3-Month16
1-Year37
3-Year51
5-Year12

Load Adjusted Returns

1-Year21.84%
3-Year5.67%
5-Year13.77%
10-Year5.77%