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BRSVX: Bridgeway Small-Cap Value (MUTUAL FUND)
Basic Info 34.15 0.41(1.22%) March 24
| Asset Class: | SMALL VALUE |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 11/10/2003 |
| Last Dividend Date: | 12/15/2022 |
| 12-Mo. Yield | 0.52% |
| Expenses | 0.97% |
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Performance Analytics (As of 03/24/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.8 | -1.6 | -10.9 | 40.9 | 12.3 | 10.0 | 8.1 | 8.7 | -7.9 | 67.9 | 12.0 | 15.0 | -13.1 | 7.1 | 26.8 | -9.4 | 0.8 | 39.7 | 21.0 | 1.1 | 16.8 | 27.0 | -45.6 | 6.9 | 12.8 | 18.9 | 17.3 | 1.8 |
| SR | NA | -0.58 | -0.54 | 1.36 | 0.39 | 0.4 | NA | 0.3 | -0.37 | 2.68 | 0.25 | 0.82 | -0.81 | 0.48 | 1.46 | -0.57 | 0.05 | 2.55 | 1.27 | 0.03 | 0.62 | 0.73 | -1.02 | 0.18 | 0.47 | 1.0 | 0.89 | 0.58 |
| DD(%) | NA | 13.4 | 19.0 | 20.6 | 51.7 | 51.7 | NA | 67.6 | 19.0 | 12.2 | 44.4 | 16.0 | 28.6 | 8.1 | 13.7 | 13.9 | 15.3 | 7.4 | 12.5 | 28.9 | 18.6 | 35.8 | 58.6 | 18.7 | 18.5 | 14.0 | 16.3 | 7.7 |
| SD(%) | NA | 22.5 | 25.1 | 29.4 | 28.6 | 23.2 | NA | 25.5 | 25.0 | 25.4 | 46.9 | 16.5 | 17.7 | 13.5 | 18.2 | 16.7 | 15.9 | 15.6 | 16.6 | 34.2 | 27.0 | 36.6 | 45.6 | 22.2 | 20.4 | 16.7 | 18.4 | 21.8 |
| TR | NA | -0.13 | -0.14 | 0.38 | 0.11 | 0.09 | NA | 0.08 | -0.09 | 0.62 | 0.11 | 0.13 | -0.13 | 0.05 | 0.25 | -0.09 | 0.01 | 0.35 | 0.2 | 0.01 | 0.15 | 0.3 | -0.5 | 0.04 | 0.07 | 0.15 | 0.14 | 0.09 |
| Alpha(%) | NA | 0.04 | 0.0 | 0.04 | 0.02 | 0.0 | NA | 0.0 | 0.0 | 0.1 | 0.03 | -0.03 | 0.0 | -0.02 | 0.0 | -0.02 | -0.04 | -0.01 | 0.01 | 0.03 | -0.03 | 0.0 | -0.1 | 0.06 | -0.04 | 0.05 | -0.03 | -0.17 |
| Beta(%) | NA | 1.0 | 0.99 | 1.05 | 1.03 | 1.05 | NA | 1.02 | 0.98 | 1.1 | 1.03 | 1.06 | 1.08 | 1.2 | 1.06 | 1.04 | 1.12 | 1.13 | 1.04 | 1.09 | 1.1 | 0.9 | 0.93 | 1.06 | 1.37 | 1.09 | 1.17 | 1.38 |
| RS | NA | 0.95 | 0.94 | 0.88 | 0.9 | 0.91 | NA | 0.9 | 0.93 | 0.72 | 0.96 | 0.87 | 0.91 | 0.89 | 0.93 | 0.9 | 0.89 | 0.93 | 0.94 | 0.97 | 0.95 | 0.94 | 0.9 | 0.82 | 0.88 | 0.88 | 0.85 | 0.83 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/10/2003
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See SMALL VALUE Asset Class Trend Rankings |
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