BRGIX
Bridges Investment
$112.74
-0.13 (-0.12%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 243.645M |
| 52 Week High | 113.16 |
| 52 Week Low | 80.533 |
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Key Data
| Symbol | BRGIX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 112.74 |
| Price Yesterday | 112.87 |
| Market Cap | 243.65 |
| YTD Return | 20.73% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0073 |
Overview
| 52 Week High | 113.16 |
|---|---|
| 52 Week Low | 80.53 |
| Market Cap | 243.65M |
| Shares Outstanding | 2.16M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 2.89% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.89% |
Returns Annualized
| One Day | -25.23% |
|---|---|
| Five Days | 127.29% |
| One Months | 101.22% |
| Three Months | 42.84% |
| Six Months | 47.06% |
| Nine Months | 44.61% |
| One Year | 33.28% |
| Three Years | -999 |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 44.14% |
| Since Inception | 41.44% |
Returns Total
| One Day | -0.12% |
|---|---|
| Five Days | 1.64% |
| One Month | 5.70% |
| Three Months | 9.16% |
| Six Months | 20.87% |
| Nine Months | 31.45% |
| One Year | 33.24% |
| Three Years | -999 |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 20.73% |
| Since Inception | 68.36% |
Yearly Returns
| 2024 | 20.73% |
|---|---|
| 2023 | 39.45% |
| 2022 | 0.00% |
| 2021 | 0.00% |
| 2020 | 0.00% |
| 2019 | 0.00% |
| 2018 | 0.00% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | 1.62% |
|---|---|
| Beta | 1.13 |
| Correlation | 91.70% |
| Downside Deviation | 2.68% |
| Coefficient of determination | 84.09% |
| Standard Deviation | 3.95% |
| Sharpe Ratio | 0.33 |
| Sortino | 1.7 |
| Treynor | 24.78 |
| Ulcer Index | 2.55 |
| Ulcer Performance Index | 1.79 |