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Bruce Fund, Inc.: (MF: BRUFX)

(NASDAQ Mutual Funds) As of Jul 14, 2026 05:04 PM ET

$621.18 USD

-2.00 (-0.32%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 15.20 1
3 months 7.06 44
6 months 15.20 1
1 Year 27.69 1
3 Year 12.46 30
5 Year 6.07 35
10 Year 7.70 36

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 283.98
Bear Market (10/07 - 2/09) -39.57
Bull Market (2/09 - 3/21) 531.55

Load Adjusted Returns as of Jun 30, 2026

1 Year 27.69
5 Year 6.07
10 Year 7.70
Since Inception 11.22

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 7.60 7.06 NA NA
2025 3.37 0.26 7.45 3.14
2024 3.98 -3.31 8.85 -4.44
2023 -2.08 -1.36 -4.40 7.50
2022 -2.46 -8.87 -4.91 7.96
2021 6.60 2.78 -0.76 7.98

Annual Return

20262025202420232022202120202019201820172016
% Total Return 15.2014.874.56-0.74-8.7617.4111.9922.42-3.9612.464.05
% Total Return Rel to Index -0.48-3.34-20.45-26.999.44-11.27-6.40-9.060.43-9.33-7.88
% Total Return Rel to Peer 4.643.46-4.38-11.872.617.304.358.101.431.61-1.42
% Perf Quintile vs Peer* 1.002.005.005.002.001.002.001.003.002.004.00
% Dividends 0.0013.9914.8215.7813.089.7413.5812.0112.2711.6910.07
% Yield 0.002.412.802.582.111.302.021.952.392.101.91
Capital Gains ($) 0.0020.2710.2216.6658.6652.2322.830.000.009.9120.33
Expense Ratio 0.000.570.690.670.660.660.670.670.670.670.67

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