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Bridgeway Ultra-Small Company Market (BRSIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.57+0.17 (+1.49%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.30%
5-year average return5.74%
Number of years up19
Number of years down7
Best 1-yr total return (2 May 2024)50.91%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return50.91%
Worst 3-yr total return1.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBRSIXCategory
YTD-2.30%26.79%
1-month-9.35%-1.77%
3-month-0.27%4.45%
1-year11.36%71.02%
3-year-7.52%9.35%
5-year4.93%12.17%
10-year5.03%9.95%
Last bull market34.68%28.07%
Last bear market-17.33%-24.24%

Annual total return (%) history

Year
BRSIXCategory
2024
N/AN/A
2023
11.42%N/A
2022
-23.40%N/A
2021
22.31%N/A
2020
25.53%4.02%
2019
15.34%21.43%
2018
-17.12%-15.46%
2017
12.47%8.54%
2016
21.47%25.99%
2015
-8.28%-6.71%
2014
4.61%3.34%
2013
50.91%36.22%
2012
19.83%16.00%
2011
-7.86%-4.45%
2010
24.86%26.17%
2009
25.95%31.32%
2008
-39.49%-32.24%
2007
-5.40%-6.08%
2006
11.48%16.27%
2005
4.08%6.40%
2004
20.12%21.14%
2003
79.43%42.38%
2002
4.90%-10.12%
2001
23.98%15.92%
2000
0.67%18.64%
1999
31.49%6.78%
1998
-1.81%-6.93%
1997
N/A27.89%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.78%N/AN/AN/A
2023-0.29%3.72%-6.79%15.60%
2022-4.17%-17.33%-7.39%4.40%
202131.01%6.23%-4.84%-7.64%
2020-36.23%34.41%6.83%37.09%
201914.10%-2.66%-3.26%7.35%
20180.91%9.87%0.19%-25.39%
20171.66%1.50%6.63%2.23%
2016-3.80%2.90%12.45%9.12%
20151.89%-0.06%-13.16%3.73%
20142.24%0.46%-6.24%8.64%
201314.00%8.35%9.78%11.29%
201215.99%-1.81%5.73%-0.49%
20116.91%-2.85%-22.82%14.94%
20106.69%-8.08%8.62%17.21%
2009-12.88%25.15%14.19%1.16%
2008-12.32%-1.67%-2.61%-27.93%
20070.77%3.40%-2.60%-6.78%
200612.88%-6.52%-2.01%7.81%
2005-8.84%4.69%5.96%2.92%
20049.04%-0.92%-4.09%15.93%
20030.48%30.87%15.94%17.69%
200210.93%-1.47%-14.37%12.08%
20012.18%9.89%-6.37%17.93%
20009.95%-6.36%9.06%-10.34%
1999-6.34%8.30%3.83%24.85%
199817.67%-2.90%-22.85%11.39%
1997-11.70%N/AN/AN/A

Rank in category (by total return)

YTD62
1-month100
3-month83
1-year81
3-year99
5-year92

Load adjusted returns

1-year11.36%
3-year-7.52%
5-year4.93%
10-year5.03%