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Bridgeway Blue Chip (BRLIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.81-0.17 (-1.70%)
At close: 09:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-20.89%
5-year average return8.88%
Number of years up19
Number of years down5
Best 1-yr total return (13 Oct 2022)31.67%
Worst 1-yr total return (13 Oct 2022)N/A
Best 3-yr total return31.67%
Worst 3-yr total return-3.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBRLIXCategory
YTD-20.89%5.31%
1-month-7.80%-4.19%
3-month-6.69%3.90%
1-year-16.16%20.31%
3-year6.43%6.48%
5-year8.88%11.78%
10-year11.17%10.96%
Last bull market39.38%25.56%
Last bear market-13.89%-15.11%

Annual total return (%) history

N/A

Past quarterly returns (%)

N/A

Rank in category (by total return)

YTD86
1-month100
3-month100
1-year81
3-year93
5-year70

Load adjusted returns

1-year-18.05%
3-year5.64%
5-year8.63%
10-year11.38%