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Bridges Investment Fund Class I: (MF: BRGIX)
(NASDAQ Mutual Funds) As of Jun 14, 2024 08:00 PM ET
$109.23 USD
+0.52 (0.48%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.73 | 12 |
| 3 months | 2.70 | 66 |
| 6 months | 15.31 | 32 |
| 1 Year | 30.85 | 7 |
| 3 Year | 10.56 | 3 |
| 5 Year | 17.39 | 1 |
| 10 Year | 12.64 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 84.67 |
| Bear Market (10/07 - 2/09) | -45.74 |
| Bull Market (2/09 - 3/21) | 799.77 |
Load Adjusted Returns as of May 31, 2024
| 1 Year | 38.22 |
| 5 Year | 16.78 |
| 10 Year | 12.93 |
| Since Inception | 9.06 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.95 | NA | NA | NA |
| 2023 | 11.51 | 14.12 | -2.14 | 11.54 |
| 2022 | -8.08 | -19.75 | -6.48 | 10.38 |
| 2021 | 3.11 | 10.37 | 0.80 | 9.77 |
| 2020 | -18.76 | 26.30 | 11.12 | 10.91 |
| 2019 | 13.68 | 4.68 | 0.65 | 10.30 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.73 | 38.91 | -23.85 | 25.92 | 26.44 | 32.13 | -3.75 | 21.97 | 7.10 | 0.32 | 9.36 |
| % Total Return Rel to Index | 0.42 | 12.66 | -5.65 | -2.75 | 8.04 | 0.64 | 0.64 | 0.17 | -4.83 | -1.06 | -4.28 |
| % Total Return Rel to Peer | 3.72 | 23.63 | -13.06 | 1.58 | 18.23 | 6.49 | 3.81 | 4.56 | -4.21 | 3.54 | 0.47 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 3.00 | 1.00 | 1.00 | 1.00 | 1.00 | 5.00 | 2.00 | 4.00 |
| % Dividends | 0.00 | 0.01 | 5.01 | 0.00 | 0.08 | 0.28 | 0.27 | 0.20 | 0.29 | 0.27 | 0.26 |
| % Yield | 0.00 | 0.00 | 6.47 | 0.00 | 0.08 | 0.36 | 0.46 | 0.31 | 0.54 | 0.53 | 0.49 |
| Capital Gains ($) | 0.00 | 3.26 | 5.01 | 7.10 | 3.38 | 2.44 | 0.67 | 2.11 | 0.48 | 0.52 | 1.71 |
| Expense Ratio | 0.00 | 0.72 | 0.77 | 0.72 | 0.77 | 0.79 | 0.77 | 0.79 | 0.82 | 0.80 | 0.80 |
* 1 = Top 20%, 5 = Bottom 20%