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Bruce Fund, Inc.: (MF: BRUFX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$509.88 USD
+1.01 (0.20%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.54 | 17 |
| 3 months | 1.18 | 14 |
| 6 months | -0.06 | 70 |
| 1 Year | 6.47 | 78 |
| 3 Year | 1.97 | 99 |
| 5 Year | 6.37 | 49 |
| 10 Year | 5.91 | 20 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 283.98 |
| Bear Market (10/07 - 2/09) | -39.57 |
| Bull Market (2/09 - 3/21) | 402.96 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 3.95 |
| 5 Year | 7.60 |
| 10 Year | 5.86 |
| Since Inception | 10.92 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 3.37 | NA | NA | NA |
| 2024 | 3.98 | -3.31 | 8.85 | -4.44 |
| 2023 | -2.08 | -1.36 | -4.40 | 7.50 |
| 2022 | -2.46 | -8.87 | -4.91 | 7.96 |
| 2021 | 6.60 | 2.78 | -0.76 | 7.98 |
| 2020 | -10.78 | 6.28 | 6.32 | 11.08 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.54 | 4.56 | -0.74 | -8.76 | 17.41 | 11.99 | 22.42 | -3.96 | 12.46 | 4.05 | 2.89 |
| % Total Return Rel to Index | 7.46 | -20.45 | -26.99 | 9.44 | -11.27 | -6.40 | -9.06 | 0.43 | -9.33 | -7.88 | 1.51 |
| % Total Return Rel to Peer | 1.79 | -4.38 | -11.87 | 2.61 | 7.30 | 4.35 | 8.10 | 1.43 | 1.61 | -1.42 | 6.10 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 1.00 | 2.00 | 1.00 | 2.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 14.82 | 15.78 | 13.08 | 9.74 | 13.58 | 12.01 | 12.27 | 11.69 | 10.07 | 8.44 |
| % Yield | 0.00 | 2.80 | 2.78 | 2.11 | 1.30 | 2.02 | 1.95 | 2.39 | 2.10 | 1.91 | 1.59 |
| Capital Gains ($) | 0.00 | 10.22 | 16.66 | 58.66 | 52.23 | 22.83 | 0.00 | 0.00 | 9.91 | 20.33 | 14.53 |
| Expense Ratio | 0.00 | 0.65 | 0.67 | 0.66 | 0.66 | 0.67 | 0.67 | 0.67 | 0.67 | 0.67 | 0.68 |
* 1 = Top 20%, 5 = Bottom 20%