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BRUFX: Bruce (MUTUAL FUND)
Basic Info 542.21 4.14(0.76%) February 03
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 01/02/1985 |
| Last Dividend Date: | 12/19/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.70% |
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Performance Analytics (As of 02/03/2023)
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | 0.6 | -4.0 | 5.4 | 7.7 | 8.4 | 8.2 | 8.8 | -8.8 | 7.3 | 12.0 | 22.4 | -4.0 | 12.5 | 4.1 | 2.9 | 13.7 | 18.9 | 7.9 | 7.2 | 24.0 | 32.3 | -27.3 | -5.1 | 17.7 | 4.7 | 52.1 | 61.3 | 0.9 | 10.3 | 30.5 | -22.4 | -13.5 | 30.2 | -2.3 | 64.8 | -16.1 | 19.4 | 10.6 | 1.4 | -1.1 | 15.7 | 12.9 | -25.8 | 29.6 | -5.6 | 0.0 |
| SR | NA | 0.37 | -0.44 | 0.29 | 0.49 | 0.72 | NA | 0.46 | -0.79 | 0.56 | 0.49 | 2.8 | -0.59 | 2.56 | 0.57 | 0.39 | 1.67 | 2.58 | 1.35 | 0.64 | 2.91 | 2.51 | -1.82 | -0.95 | 2.27 | 0.24 | 5.03 | 5.14 | -0.02 | 0.43 | 1.74 | -1.7 | -1.21 | 2.22 | -0.41 | 4.27 | -1.35 | 1.64 | 0.58 | -0.14 | -0.34 | 0.82 | 0.58 | -1.49 | 1.33 | -0.26 | NA |
| DD(%) | NA | 2.5 | 14.9 | 25.4 | 25.4 | 25.4 | NA | 42.1 | 16.1 | 9.1 | 25.4 | 3.5 | 10.2 | 2.0 | 7.8 | 5.7 | 6.9 | 5.1 | 4.8 | 10.5 | 7.6 | 11.3 | 35.5 | 11.9 | 4.8 | 11.6 | 7.7 | 6.5 | 15.9 | 14.4 | 9.9 | 25.7 | 16.1 | 11.5 | 16.1 | 6.3 | 22.5 | 7.8 | 8.5 | 18.0 | 30.5 | 11.3 | 8.8 | 36.5 | 10.4 | 36.2 | 0.0 |
| SD(%) | NA | 9.1 | 12.8 | 16.5 | 13.8 | 10.9 | NA | 14.6 | 12.9 | 12.9 | 23.9 | 7.5 | 8.9 | 4.6 | 6.7 | 7.4 | 8.2 | 7.3 | 5.9 | 11.2 | 8.2 | 12.8 | 15.5 | 8.6 | 6.4 | 10.6 | 10.2 | 11.8 | 14.8 | 19.0 | 15.2 | 15.1 | 13.9 | 12.0 | 13.9 | 14.3 | 14.1 | 10.5 | 14.2 | 16.7 | 18.6 | 12.1 | 14.1 | 19.9 | 19.0 | 41.9 | 0.0 |
| TR | NA | 0.05 | -0.08 | 0.05 | 0.08 | 0.09 | NA | 0.11 | -0.15 | 0.1 | 0.11 | 0.24 | -0.07 | 0.23 | 0.07 | 0.04 | 0.15 | 0.23 | 0.14 | 0.11 | 0.43 | 0.61 | -0.57 | -0.12 | 0.23 | 0.03 | 0.65 | 1.95 | -0.01 | 0.18 | 1.49 | -0.59 | -1.05 | 0.5 | -0.06 | 0.46 | -0.14 | 0.21 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 |
| Alpha(%) | NA | -0.17 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 0.02 | 0.01 | -0.01 | -0.02 | 0.01 | -0.01 | 0.02 | 0.0 | 0.01 | 0.02 | 0.01 | 0.01 | 0.02 | 0.06 | 0.07 | -0.08 | -0.04 | 0.03 | 0.0 | 0.14 | 0.17 | 0.01 | 0.05 | 0.1 | -0.12 | -0.07 | 0.07 | -0.04 | 0.1 | -0.03 | 0.05 | 0.03 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.69 | 0.68 | 0.91 | 0.89 | 0.86 | NA | 0.62 | 0.69 | 0.75 | 1.09 | 0.86 | 0.78 | 0.52 | 0.57 | 0.69 | 0.94 | 0.84 | 0.57 | 0.69 | 0.55 | 0.53 | 0.5 | 0.67 | 0.64 | 0.93 | 0.78 | 0.31 | 0.15 | 0.45 | 0.18 | 0.43 | 0.16 | 0.53 | 1.03 | 1.32 | 1.35 | 0.83 | 1.14 | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.74 | 0.72 | 0.78 | 0.77 | 0.71 | NA | 0.19 | 0.73 | 0.25 | 0.89 | 0.67 | 0.74 | 0.2 | 0.44 | 0.65 | 0.58 | 0.62 | 0.5 | 0.69 | 0.51 | 0.46 | 0.57 | 0.51 | 0.46 | 0.33 | 0.29 | 0.06 | 0.02 | 0.09 | 0.03 | 0.1 | 0.02 | 0.22 | 0.38 | 0.29 | 0.47 | 0.22 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1985
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