BRUFX
Bruce
$506.75
-1.86 (-0.37%)
Currency in USD / Last Updated: 4/26/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 417.071M |
| 52 Week High | 522.08 |
| 52 Week Low | 455.301 |
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Key Data
| Symbol | BRUFX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 506.75 |
| Price Yesterday | 508.61 |
| Market Cap | 417.07 |
| YTD Return | 0.93% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0072 |
Overview
| 52 Week High | 522.08 |
|---|---|
| 52 Week Low | 455.30 |
| Market Cap | 417.07M |
| Shares Outstanding | 0.82M |
| Income Dividend Yield | 6.40% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 6.40% |
Returns Annualized
| One Day | -60.31% |
|---|---|
| Five Days | 7.33% |
| One Months | -13.42% |
| Three Months | 4.82% |
| Six Months | 21.10% |
| Nine Months | 2.21% |
| One Year | 2.32% |
| Three Years | -1.27% |
| Five Years | 5.81% |
| Ten Years | 5.90% |
| YTD | 2.93% |
| Since Inception | 10.62% |
Returns Total
| One Day | -0.37% |
|---|---|
| Five Days | 0.14% |
| One Month | -1.25% |
| Three Months | 1.18% |
| Six Months | 9.95% |
| Nine Months | 1.66% |
| One Year | 2.32% |
| Three Years | -3.77% |
| Five Years | 32.56% |
| Ten Years | 77.26% |
| YTD | 0.93% |
| Since Inception | 3,536.79% |
Yearly Returns
| 2024 | 0.93% |
|---|---|
| 2023 | -0.74% |
| 2022 | -8.76% |
| 2021 | 15.82% |
| 2020 | 12.00% |
| 2019 | 22.42% |
| 2018 | -3.96% |
| 2017 | 12.46% |
| 2016 | 4.06% |
| 2015 | 2.90% |
Risk against SP-DA
| Alpha | -14.28% |
|---|---|
| Beta | 0.5 |
| Correlation | 71.40% |
| Downside Deviation | 2.18% |
| Coefficient of determination | 50.98% |
| Standard Deviation | 2.39% |
| Sharpe Ratio | -3.07 |
| Sortino | -11.69 |
| Treynor | -6.1 |
| Ulcer Index | 4.04 |
| Ulcer Performance Index | -6.3 |