Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRUFX (BRUCE FUND BRUCE FUND) | 10.09% | 22.89% | 10.64% | 1.25% | 5.09% | 6.53% | 6.27% | … | … |
Data as of 06/09/2026, Common starting date is 12/31/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRUFX (BRUCE FUND BRUCE FUND) | 12/31/1984 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 22.89 | 10.64 | 1.25 | 5.09 | 6.53 | 6.27 | … | … | 10.09 | 14.89 | 4.45 | -0.74 | -17.80 | 8.76 | 8.04 | 22.42 | -3.99 | 12.48 | 4.06 | 2.87 | 13.77 | 18.90 | 7.86 | 7.23 | 23.99 | 32.27 | -27.22 | -5.26 | 17.70 | 4.75 | 52.06 | 61.42 | 0.62 | 9.77 | 30.38 | -22.26 | -13.74 | 30.27 | -2.32 | 64.79 | -16.11 | 19.39 | 10.65 | 1.44 | -1.07 | 15.66 | 12.90 | -25.96 | 29.65 | -9.92 | 0.00 |
| Sharpe Ratio | NA | 1.97 | 0.75 | -0.11 | 0.28 | NA | NA | … | … | 1.85 | 1.00 | 0.10 | -0.51 | -1.15 | 0.73 | 0.32 | 2.80 | -0.60 | 2.56 | 0.57 | 0.38 | 1.67 | 2.59 | 1.34 | 0.64 | 2.91 | 2.51 | -1.82 | -0.98 | 2.25 | 0.23 | 5.02 | 5.14 | -0.03 | 0.39 | 1.72 | -1.70 | -1.22 | 2.21 | -0.43 | 4.26 | -1.36 | 1.63 | 0.57 | -0.15 | -0.35 | 0.80 | 0.57 | -1.50 | 1.32 | -0.33 | NA |
| Standard Deviation(%) | NA | 10.53 | 10.28 | 12.14 | 12.38 | NA | NA | … | … | 11.99 | 12.09 | 8.46 | 8.69 | 16.78 | 11.92 | 23.89 | 7.49 | 8.95 | 4.65 | 6.69 | 7.43 | 8.22 | 7.30 | 5.86 | 11.21 | 8.20 | 12.84 | 15.47 | 8.62 | 6.38 | 10.64 | 10.17 | 11.81 | 14.93 | 19.29 | 15.19 | 15.12 | 14.09 | 11.98 | 13.93 | 14.27 | 14.08 | 10.54 | 14.20 | 16.73 | 18.61 | 12.15 | 14.10 | 19.99 | 19.02 | 46.41 | 0.00 |
| Draw Down(%) | NA | 7.67 | 9.66 | 30.51 | 30.51 | NA | NA | … | … | 7.67 | 9.24 | 5.89 | 12.28 | 18.59 | 7.87 | 25.44 | 3.52 | 10.20 | 2.00 | 7.76 | 5.73 | 6.87 | 5.12 | 4.81 | 10.53 | 7.57 | 11.34 | 35.48 | 12.04 | 4.81 | 11.56 | 7.66 | 6.51 | 15.86 | 14.83 | 9.94 | 25.61 | 16.27 | 11.53 | 16.10 | 6.28 | 22.48 | 7.83 | 8.47 | 17.99 | 30.47 | 11.27 | 8.76 | 36.63 | 10.41 | 39.19 | 0.00 |
| Yield(%) | 0.00 | 6.66 | 5.86 | 3.33 | 3.88 | 4.74 | 4.70 | … | … | 0.00 | 6.87 | 4.96 | 6.00 | 1.96 | 1.58 | 2.29 | 2.44 | 2.33 | 4.44 | 6.17 | 4.52 | 3.47 | 2.85 | 3.86 | 3.95 | 5.12 | 5.05 | 4.34 | 6.77 | 6.31 | 0.00 | 0.00 | 3.74 | 3.60 | 5.54 | 1.73 | 3.02 | 2.47 | 3.14 | 2.81 | 4.11 | 3.12 | 6.94 | 2.68 | 2.14 | 1.99 | 3.24 | 3.20 | 3.24 | 1.51 | 9.95 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/31/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRUFX (BRUCE FUND BRUCE FUND) |
-11.77%
Feb 2006 – Feb 2009 |
-4.19%
Jun 1986 – Jun 1991 |
2.33%
Jan 1985 – Jan 1995 |
3.90%
Jun 1985 – Jun 2000 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRUFX (BRUCE FUND BRUCE FUND) |
43.35%
Mar 2003 – Mar 2006 |
28.73%
Dec 1999 – Dec 2004 |
17.39%
Dec 1994 – Dec 2004 |
14.59%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison Chart