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Bridgeway Omni Small-Cap Value Fund Class N (BOSVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.28-0.10 (-0.52%)
At close: 08:00PM EDT
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return13.04%
5-Year Average Return6.37%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)47.97%
Worst 1 Yr Total Return (Feb 3, 2019)-17.15%
Best 3-Yr Total Return47.97%
Worst 3-Yr Total Return-1.65%

Trailing Returns (%) Vs. Benchmarks

ReturnBOSVXCategory
YTD0.54%26.79%
1-Month2.46%-1.77%
3-Month-2.68%4.45%
1-Year22.75%71.02%
3-Year13.46%9.35%
5-Year13.76%12.17%
10-Year10.99%9.95%
Last Bull Market30.36%28.07%
Last Bear Market-11.30%-24.24%

Annual Total Return (%) History

Year
BOSVXCategory
2021
N/AN/A
2020
0.83%4.02%
2019
13.89%21.43%
2018
-17.15%-15.46%
2017
6.01%8.54%
2016
34.51%25.99%
2015
-6.62%-6.71%
2014
0.81%3.34%
2013
44.64%36.22%
2012
17.74%16.00%
2011
N/A-4.45%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202129.44%7.99%N/AN/A
2020-41.78%24.21%4.02%34.05%
201910.05%-3.04%-2.14%9.07%
2018-1.50%7.89%0.35%-22.31%
2017-2.77%-0.77%6.23%3.42%
20160.99%2.95%9.96%17.66%
20151.90%-0.32%-11.04%3.34%
20141.94%1.96%-7.82%5.22%
201312.01%5.77%8.72%12.30%
201214.48%-6.32%6.48%3.11%
201117.13%N/AN/AN/A

Rank In Category (By Total Return)

YTD3
1-Month85
3-Month64
1-Year3
3-Year33
5-Year58

Load Adjusted Returns

1-Year47.97%
3-Year19.33%
5-Year8.34%
10-Year12.40%
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