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Bridgeway Fund Ultra-small Company: (MF: BRUSX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 06:21 PM ET

$32.77 USD

-0.60 (-1.80%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 2.72 83
3 months 3.97 77
6 months 14.66 40
1 Year 8.62 52
3 Year 11.87 30
5 Year 10.10 23
10 Year 11.22 35

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 264.02
Bear Market (10/07 - 2/09) -61.06
Bull Market (2/09 - 3/21) 711.82

Load Adjusted Returns as of Jan 31, 2026

1 Year 7.41
5 Year 12.13
10 Year 9.80
Since Inception 12.52

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -12.72 10.99 13.29 -2.12
2024 7.34 -11.46 10.22 12.21
2023 3.91 2.67 -8.61 20.96
2022 -1.03 -12.79 -6.07 10.13
2021 27.73 14.10 -6.37 -2.28

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.727.4117.5517.93-10.7133.3331.319.51-15.673.8814.06
% Total Return Rel to Index 0.00-10.80-7.46-8.317.494.6512.91-21.97-11.28-17.912.12
% Total Return Rel to Peer 0.000.105.621.858.8014.0212.31-15.92-4.90-11.71-1.88
% Perf Quintile vs Peer* 0.000.000.002.001.001.002.005.005.005.004.00
% Dividends 0.000.100.050.000.000.240.000.270.010.400.33
% Yield NA0.280.160.320.000.550.001.070.041.261.05
Capital Gains ($) 0.003.250.751.424.707.980.000.003.100.190.00
Expense Ratio 0.001.211.221.201.151.191.321.211.181.181.17

* 1 = Top 20%, 5 = Bottom 20%