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Bridges Investment (BRGIX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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56.00+0.24 (+0.43%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★
Year-to-Date Return8.32%
5-Year Average Return11.10%
Number of Years Up42
Number of Years Down11
Best 1 Yr Total Return (Apr 29, 2017)35.89%
Worst 1 Yr Total Return (Apr 29, 2017)-35.47%
Best 3-Yr Total Return35.89%
Worst 3-Yr Total Return-11.68%

Trailing Returns (%) Vs. Benchmarks

ReturnBRGIXCategory
YTD8.32%11.20%
1-Month1.31%2.34%
3-Month6.18%7.11%
1-Year18.28%17.81%
3-Year8.03%9.90%
5-Year11.10%12.22%
10-Year6.75%7.56%
Last Bull Market27.75%25.35%
Last Bear Market-16.10%-17.23%

Annual Total Return (%) History

Year
BRGIXCategory
2017
N/AN/A
2016
7.09%3.23%
2015
0.33%3.60%
2014
9.37%10.00%
2013
32.99%33.92%
2012
14.16%15.34%
2011
0.62%-2.46%
2010
11.50%15.53%
2009
34.61%35.68%
2008
-35.47%-40.67%
2007
4.72%13.35%
2006
1.96%7.05%
2005
5.99%6.71%
2004
8.35%7.81%
2003
35.89%28.66%
2002
-25.14%-27.64%
2001
-19.08%-22.30%
2000
-14.12%-13.05%
1999
38.88%38.87%
1998
27.54%34.55%
1997
21.64%26.36%
1996
16.71%19.76%
1995
30.73%32.65%
1994
0.40%-2.45%
1993
6.23%8.69%
1992
5.97%5.92%
1991
22.31%40.07%
1990
1.86%-3.78%
1989
22.53%27.76%
1988
5.52%12.55%
1987
0.81%1.56%
1986
16.93%14.05%
1985
28.55%28.64%
1984
0.93%-3.94%
1983
19.29%18.56%
1982
15.13%32.75%
1981
-2.96%-2.13%
1980
27.30%40.60%
1979
15.86%32.37%
1978
4.20%15.06%
1977
-3.93%2.56%
1976
23.75%22.23%
1975
39.01%35.35%
1974
-27.86%-31.34%
1973
-22.10%-28.56%
1972
5.87%19.23%
1971
17.84%24.89%
1970
-6.41%-10.89%
1969
-11.30%-9.80%
1968
14.81%15.14%
1967
23.24%42.77%
1966
-6.50%-6.98%
1965
12.80%21.58%
1964
11.17%10.60%
1963
N/A18.94%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20176.92%N/AN/AN/A
2016-1.95%-0.69%6.52%3.26%
20151.84%1.07%-7.02%4.84%
20140.95%5.32%-0.23%3.10%
20138.31%2.65%7.54%11.23%
201215.12%-5.50%6.28%-1.26%
20115.41%-1.52%-13.39%11.90%
20106.11%-13.40%11.84%8.48%
2009-4.61%17.28%13.38%6.13%
2008-8.17%0.54%-8.85%-23.33%
2007-0.38%4.56%1.43%-0.87%
20061.34%-4.67%1.01%4.49%
2005-4.10%3.47%3.45%3.25%
20042.80%-0.99%-2.34%9.00%
2003-2.60%21.27%3.32%11.36%
2002-3.25%-14.76%-14.84%6.60%
2001-15.15%3.28%-18.37%13.12%
20001.62%-7.61%0.69%-9.16%
19996.95%5.59%-4.01%28.13%
199811.20%4.50%-7.74%18.96%
19971.75%13.08%4.98%0.70%
19965.20%3.96%1.13%5.52%
19958.18%8.37%5.25%5.95%
1994-2.19%0.51%3.53%-1.36%
19932.34%-0.09%2.05%1.81%
1992-2.02%1.30%3.79%2.86%
199111.59%-1.52%5.06%5.94%
19900.30%5.82%-8.91%5.35%
19896.05%6.41%8.04%0.50%
19883.01%3.76%0.33%-1.60%
198714.80%2.24%4.34%-17.68%
198612.44%4.64%-4.39%3.95%
19857.77%6.58%-2.50%14.79%
1984-3.88%-3.29%7.95%0.58%
19836.40%7.48%1.75%2.51%
1982-6.39%-0.95%10.45%12.43%
1981-0.65%-3.13%-7.43%8.92%
1980-5.77%13.41%10.00%8.29%
19796.17%3.04%6.33%-0.39%
1978-3.91%9.00%6.92%-6.95%
1977-4.46%3.44%-3.09%0.31%
197614.75%1.42%1.22%5.06%
197522.93%13.75%-7.58%7.57%
1974-3.65%-11.88%-21.80%8.65%
1973-10.96%-7.40%4.57%-9.64%
19725.28%-4.11%0.54%4.30%
197111.27%2.19%0.63%2.98%
1970-3.84%-20.98%13.27%8.74%
1969-4.52%-6.53%-1.36%0.76%
1968-5.45%14.00%3.15%3.27%
196711.11%1.99%7.51%1.16%
1966-0.55%-5.60%-8.84%9.25%
19653.77%-1.98%7.23%3.42%
19645.26%2.95%1.94%0.64%
19630.60%N/AN/AN/A

Rank In Category (By Total Return)

YTD79
1-Month86
3-Month71
1-Year45
3-Year79
5-Year75

Load Adjusted Returns

1-Year18.28%
3-Year8.03%
5-Year11.10%
10-Year6.75%