Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRGIX (BRIDGES INVESTMENT FUND INC. BRIDGES INVESTMENT FUND INC.) | 3.83% | 15.40% | 18.90% | 7.71% | 12.41% | 11.88% | 9.19% | … | … |
Data as of 06/04/2026, Common starting date is 01/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRGIX (BRIDGES INVESTMENT FUND INC. BRIDGES INVESTMENT FUND INC.) | 01/17/1980 | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 15.40 | 18.90 | 7.71 | 12.41 | 11.88 | 9.19 | … | … | 3.83 | 10.86 | 27.84 | 38.93 | -33.24 | 17.57 | 21.67 | 32.17 | -3.78 | 21.97 | 7.09 | 0.31 | 9.31 | 32.99 | 14.16 | 0.62 | 11.62 | 34.61 | -35.45 | 4.69 | 1.96 | 5.99 | 8.39 | 35.72 | -26.25 | -18.28 | -13.86 | 38.86 | 19.66 | 20.33 | 16.71 | 29.59 | -0.65 | 5.21 | 4.98 | 22.30 | -0.95 | 18.57 | -2.17 | -5.25 | 10.38 | 22.36 | -2.55 | 17.08 | 13.29 | -3.61 | 26.73 |
| Sharpe Ratio | NA | 1.12 | 1.02 | 0.27 | 0.53 | NA | NA | … | … | 0.60 | 0.41 | 1.66 | 2.23 | -1.15 | 1.00 | 0.58 | 2.25 | -0.28 | 2.72 | 0.48 | 0.02 | 0.73 | 2.85 | 1.00 | 0.02 | 0.66 | 1.32 | -0.97 | 0.10 | -0.15 | 0.38 | 0.68 | 2.10 | -1.15 | -0.95 | -0.76 | 1.99 | 0.86 | 1.20 | 1.42 | 3.80 | -0.51 | 0.42 | 0.31 | 1.80 | -0.53 | 1.01 | -0.55 | -0.40 | 0.41 | 1.88 | -0.83 | 1.53 | 0.32 | -1.23 | 1.06 |
| Standard Deviation(%) | NA | 13.15 | 16.37 | 20.27 | 20.42 | NA | NA | … | … | 15.19 | 19.69 | 14.59 | 15.94 | 30.21 | 17.49 | 36.46 | 13.64 | 18.25 | 7.88 | 14.25 | 15.85 | 12.70 | 11.58 | 14.24 | 25.07 | 17.35 | 26.10 | 37.45 | 15.74 | 9.95 | 9.86 | 10.92 | 16.63 | 23.92 | 22.26 | 23.79 | 17.88 | 18.80 | 13.83 | 9.11 | 6.75 | 7.35 | 7.23 | 7.95 | 10.16 | 12.24 | 12.53 | 12.85 | 23.77 | 14.51 | 8.97 | 11.46 | 7.01 | 17.22 | 11.42 | 18.60 |
| Draw Down(%) | NA | 14.91 | 19.79 | 38.87 | 38.87 | NA | NA | … | … | 14.91 | 19.45 | 8.09 | 9.95 | 34.85 | 10.68 | 34.52 | 8.48 | 21.44 | 3.12 | 11.55 | 13.09 | 8.14 | 5.72 | 12.16 | 19.09 | 16.86 | 23.25 | 44.92 | 9.78 | 10.97 | 7.65 | 10.95 | 13.33 | 36.30 | 34.04 | 21.16 | 10.81 | 17.89 | 8.90 | 5.43 | 2.24 | 6.10 | 3.66 | 3.22 | 4.18 | 12.00 | 5.53 | 10.27 | 26.92 | 9.36 | 4.47 | 11.81 | 2.58 | 9.21 | 11.50 | 10.84 |
| Yield(%) | 0.00 | 11.12 | 10.46 | 5.41 | 6.79 | 7.81 | 6.20 | … | … | 0.00 | 11.11 | 12.23 | 4.71 | 0.00 | 0.00 | 0.11 | 4.72 | 1.54 | 4.44 | 1.60 | 1.61 | 4.23 | 4.93 | 0.62 | 0.48 | 0.54 | 0.75 | 0.77 | 7.95 | 0.76 | 0.85 | 0.99 | 1.01 | 0.47 | 0.45 | 2.63 | 3.55 | 1.52 | 2.08 | 2.53 | 3.37 | 3.29 | 3.53 | 3.67 | 7.58 | 4.24 | 4.86 | 4.33 | 3.94 | 4.44 | 5.22 | 5.48 | 6.41 | 6.23 | 4.62 | 4.87 |
Data as of 06/04/2026, Common starting date is 01/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRGIX (BRIDGES INVESTMENT FUND INC. BRIDGES INVESTMENT FUND INC.) |
-20.35%
Mar 2000 – Mar 2003 |
-7.69%
Feb 2004 – Feb 2009 |
-3.92%
Feb 1999 – Feb 2009 |
2.27%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRGIX (BRIDGES INVESTMENT FUND INC. BRIDGES INVESTMENT FUND INC.) |
25.98%
Dec 1996 – Dec 1999 |
24.77%
Dec 1994 – Dec 1999 |
15.75%
Sep 2011 – Sep 2021 |
13.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart