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Bridgeway Fund Aggressive Investors 1: (MF: BRAGX)
(NASDAQ Mutual Funds) As of Feb 9, 2026 06:11 PM ET
$98.00 USD
+0.48 (0.49%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 18.13 | 32 |
| 3 months | 2.13 | 33 |
| 6 months | 8.63 | 52 |
| 1 Year | 18.13 | 32 |
| 3 Year | 25.45 | 44 |
| 5 Year | 12.93 | 25 |
| 10 Year | 10.88 | 75 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 176.57 |
| Bear Market (10/07 - 2/09) | -62.98 |
| Bull Market (2/09 - 3/21) | 651.61 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 18.12 |
| 5 Year | 12.93 |
| 10 Year | 10.88 |
| Since Inception | 11.93 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.61 | 15.21 | 6.36 | 2.13 |
| 2024 | 16.48 | 0.75 | 7.41 | 7.68 |
| 2023 | 6.97 | 5.16 | -2.13 | 11.81 |
| 2022 | -6.70 | -21.12 | -1.44 | 7.02 |
| 2021 | 8.17 | 7.03 | -0.98 | 4.57 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 18.13 | 35.74 | 23.11 | -22.38 | 19.88 | 14.34 | 21.85 | -22.44 | 18.44 | 19.47 |
| % Total Return Rel to Index | -0.09 | 10.72 | -3.13 | -4.17 | -8.79 | -4.05 | -9.63 | -18.05 | -3.35 | 7.53 |
| % Total Return Rel to Peer | 6.13 | 13.73 | -3.01 | 2.48 | 5.05 | -11.43 | -3.35 | -18.03 | -0.79 | 15.96 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 5.00 | 5.00 | 5.00 | 4.00 | 1.00 |
| % Dividends | 0.41 | 0.51 | 0.64 | 0.87 | 0.83 | 0.72 | 0.81 | 0.36 | 0.00 | 0.35 |
| % Yield | 0.35 | 0.49 | 0.64 | 1.37 | 0.93 | 0.95 | 1.22 | 0.59 | 0.00 | 0.53 |
| Capital Gains ($) | 17.64 | 2.55 | 0.00 | 0.00 | 6.29 | 0.00 | 0.00 | 5.73 | 0.00 | 0.00 |
| Expense Ratio | 0.86 | 0.46 | 0.32 | 0.39 | 0.34 | 0.28 | 0.35 | 0.96 | 1.66 | 0.63 |
* 1 = Top 20%, 5 = Bottom 20%