Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRAGX (AGGRESSIVE INVESTORS 1 FUND CLASS N) | 13.41% | 28.03% | 28.16% | 11.22% | 10.85% | 10.64% | 6.91% | … | … |
Data as of 06/04/2026, Common starting date is 11/11/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRAGX (AGGRESSIVE INVESTORS 1 FUND CLASS N) | 11/11/1998 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.58 | 28.03 | 28.16 | 11.22 | 10.85 | 10.64 | 6.91 | … | … | 13.41 | 18.09 | 35.79 | 23.10 | -22.41 | 10.84 | 14.35 | 21.86 | -22.42 | 18.44 | 19.48 | -9.82 | 14.99 | 42.20 | 21.56 | -10.30 | 17.80 | 23.98 | -56.13 | 25.80 | 7.20 | 14.86 | 12.21 | 53.97 | -17.84 | -11.15 | 13.05 | 120.62 | 30.93 |
| Sharpe Ratio | NA | 1.77 | 1.40 | 0.41 | 0.43 | NA | NA | … | … | 1.80 | 0.67 | 2.09 | 1.30 | -0.83 | 0.63 | 0.37 | 1.36 | -1.18 | 1.59 | 1.05 | -0.55 | 0.97 | 2.88 | 1.33 | -0.31 | 0.68 | 0.83 | -1.06 | 1.01 | 0.18 | 0.63 | 0.55 | 2.35 | -0.68 | -0.54 | 0.20 | 4.24 | 23.33 |
| Standard Deviation(%) | NA | 14.70 | 17.96 | 20.43 | 21.49 | NA | NA | … | … | 16.27 | 22.68 | 15.43 | 15.15 | 28.94 | 17.28 | 38.42 | 15.01 | 20.30 | 11.21 | 18.37 | 17.79 | 15.50 | 14.64 | 16.27 | 33.07 | 25.86 | 28.79 | 53.85 | 22.43 | 20.83 | 19.88 | 20.56 | 22.64 | 27.74 | 25.72 | 43.41 | 27.66 | 27.17 |
| Draw Down(%) | NA | 8.08 | 23.53 | 35.98 | 46.74 | NA | NA | … | … | 8.08 | 23.53 | 10.16 | 11.82 | 28.05 | 15.30 | 40.17 | 9.53 | 33.06 | 6.14 | 16.50 | 15.99 | 14.31 | 7.21 | 13.25 | 34.21 | 20.76 | 23.43 | 66.02 | 14.96 | 22.13 | 14.34 | 22.32 | 13.79 | 28.30 | 31.78 | 30.36 | 10.93 | 3.77 |
| Yield(%) | 0.00 | 17.93 | 11.39 | 5.82 | 5.59 | 6.10 | 4.24 | … | … | 0.00 | 18.66 | 4.22 | 1.08 | 1.12 | 1.19 | 1.14 | 1.55 | 7.96 | 0.00 | 0.68 | 0.04 | 0.24 | 0.96 | 3.42 | 1.75 | 2.27 | 0.92 | 0.58 | 19.40 | 10.22 | 12.17 | 0.00 | 0.00 | 0.16 | 0.00 | 5.55 | 20.86 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/11/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRAGX (AGGRESSIVE INVESTORS 1 FUND CLASS N) |
-21.31%
Feb 2006 – Feb 2009 |
-8.25%
Feb 2004 – Feb 2009 |
-2.55%
Aug 2000 – Aug 2010 |
1.94%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRAGX (AGGRESSIVE INVESTORS 1 FUND CLASS N) |
31.65%
Jan 2003 – Jan 2006 |
23.49%
Feb 1999 – Feb 2004 |
13.56%
Sep 2011 – Sep 2021 |
11.53%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart