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BRUFX: BRUCE FUND BRUCE FUND (MUTUAL FUND)
Basic Info 524.8 1.5(0.29%) July 03
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 12/31/1984 |
| Last Dividend Date: | 12/18/2024 |
| 12-Mo. Yield | 2.93% |
| Expenses | 0.72% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/31/1984 |
2024 | 2023 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.7 | 5.0 | 7.1 | -1.4 | 1.2 | 3.3 | 6.5 | 5.7 | 7.6 | 2.4 | -4.0 | -17.8 | 8.8 | 8.0 | 22.4 | -4.0 | 12.5 | 4.1 | 2.9 | 13.8 | 18.9 | 7.9 | 7.2 | 24.0 | 32.3 | -27.2 | -5.3 | 17.7 | 4.7 | 52.1 | 61.4 | 0.6 | 9.8 | 30.4 | -22.3 | -13.7 | 30.3 | -2.3 | 64.8 | -16.1 | 19.4 | 10.7 | 1.4 | -1.1 | 15.7 | 12.9 | -26.0 | 29.6 | -9.9 | 0.0 |
| Sharpe Ratio | NA | 0.26 | 0.12 | -0.44 | -0.09 | 0.14 | NA | NA | 0.35 | -0.46 | -0.9 | -1.15 | 0.73 | 0.33 | 2.8 | -0.59 | 2.56 | 0.58 | 0.38 | 1.67 | 2.59 | 1.34 | 0.64 | 2.91 | 2.51 | -1.81 | -0.96 | 2.27 | 0.24 | 5.03 | 5.14 | -0.03 | 0.39 | 1.73 | -1.69 | -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 | -0.33 | NA |
| Draw Down(%) | NA | 9.2 | 11.5 | 20.4 | 30.5 | 30.5 | NA | NA | 42.2 | 7.8 | 12.3 | 18.6 | 7.9 | 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 | 12.0 | 4.8 | 11.6 | 7.7 | 6.5 | 15.9 | 14.8 | 9.9 | 25.6 | 16.3 | 11.5 | 16.1 | 6.3 | 22.5 | 7.8 | 8.5 | 18.0 | 30.5 | 11.3 | 8.8 | 36.6 | 10.4 | 39.2 | 0.0 |
| Standard Deviation(%) | NA | 14.3 | 12.4 | 12.4 | 12.4 | 12.3 | NA | NA | 14.9 | 9.2 | 9.3 | 16.8 | 11.9 | 23.9 | 7.5 | 9.0 | 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 | 14.9 | 19.3 | 15.2 | 15.1 | 14.1 | 12.0 | 13.9 | 14.3 | 14.1 | 10.5 | 14.2 | 16.7 | 18.6 | 12.1 | 14.1 | 20.0 | 19.0 | 46.4 | 0.0 |
| Treynor Ratio | NA | 0.05 | 0.02 | -0.08 | -0.01 | 0.02 | NA | NA | 0.08 | -0.08 | -0.13 | -0.27 | 0.11 | 0.07 | 0.24 | -0.07 | 0.23 | 0.07 | 0.04 | 0.15 | 0.23 | 0.14 | 0.1 | 0.43 | 0.61 | -0.56 | -0.12 | 0.22 | 0.03 | 0.66 | 1.94 | -0.03 | 0.17 | 1.55 | -0.63 | -1.26 | 0.46 | -0.05 | 0.39 | -0.13 | 0.25 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.0 |
| Alpha | NA | 0.0 | -0.01 | -0.04 | -0.02 | -0.01 | NA | NA | 0.01 | -0.02 | -0.06 | -0.02 | 0.0 | -0.03 | 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 | 0.04 | 0.1 | -0.13 | -0.08 | 0.06 | -0.06 | 0.06 | -0.05 | 0.04 | 0.03 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.69 | 0.67 | 0.68 | 0.71 | 0.83 | NA | NA | 0.62 | 0.54 | 0.62 | 0.72 | 0.77 | 1.08 | 0.86 | 0.78 | 0.52 | 0.57 | 0.69 | 0.94 | 0.84 | 0.56 | 0.69 | 0.55 | 0.53 | 0.5 | 0.67 | 0.65 | 0.93 | 0.78 | 0.31 | 0.17 | 0.45 | 0.17 | 0.41 | 0.14 | 0.58 | 1.13 | 1.56 | 1.46 | 0.7 | 1.13 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.52 | 0.44 | 0.4 | 0.44 | 0.59 | NA | NA | 0.19 | 0.29 | 0.41 | 0.49 | 0.3 | 0.87 | 0.67 | 0.74 | 0.2 | 0.44 | 0.65 | 0.58 | 0.62 | 0.49 | 0.69 | 0.51 | 0.46 | 0.57 | 0.51 | 0.45 | 0.33 | 0.28 | 0.06 | 0.02 | 0.09 | 0.03 | 0.1 | 0.01 | 0.24 | 0.41 | 0.35 | 0.52 | 0.17 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 2.9 | 2.4 | 2.4 | 3.2 | 4.9 | 4.5 | N/A | 2.9 | 2.9 | 2.0 | 1.6 | 2.3 | 2.4 | 2.3 | 4.4 | 6.2 | 4.5 | 3.5 | 2.8 | 3.9 | 3.9 | 5.1 | 5.0 | 4.3 | 6.8 | 6.3 | 0.0 | 0.0 | 3.7 | 3.6 | 5.5 | 1.7 | 3.0 | 2.5 | 3.1 | 2.8 | 4.1 | 3.1 | 6.9 | 2.7 | 2.1 | 2.0 | 3.2 | 3.2 | 3.2 | 1.5 | 9.9 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -6.1 | 23.6 | -32.5 | 10.4 | 99.0 | 302.3 | N/A | -6.1 | 20.6 | 34.2 | -28.2 | 13.0 | -2.1 | -43.2 | -29.0 | 32.4 | 44.6 | 40.2 | -23.0 | 1.4 | -8.4 | 28.5 | -20.9 | -42.8 | 17.9 | N/A | N/A | -100.0 | 0.9 | -33.8 | 321.1 | -57.8 | 2.3 | 2.8 | 4.4 | 10.8 | 6.6 | -50.1 | 178.0 | 26.9 | 1.0 | -29.3 | 9.5 | -31.0 | 182.9 | -87.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1984
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