Nasdaq - Delayed Quote USD

Bridges Investment Fund (BRGIX)

99.65 -0.86 (-0.86%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 6.71%
5y Average Return 13.24%
Number of Years Up 47
Number of Years Down 13
Best 1Y Total Return (Apr 25, 2024) 38.91%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 38.91%
Worst 3Y Total Return 4.30%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
BRGIX
Category
YTD
10.96%
12.38%
1-Month
1.99%
5.09%
3-Month
10.96%
10.28%
1-Year
38.22%
41.70%
3-Year
10.28%
22.56%
5-Year
15.24%
21.98%
10-Year
12.19%
15.99%
Last Bull Market
38.95%
25.99%
Last Bear Market
-19.75%
-17.29%

Annual Total Return (%) History

Year
BRGIX
Category
2024
--
--
2023
38.91%
--
2022
-28.75%
--
2021
25.93%
--
2020
26.44%
35.86%
2019
32.13%
31.90%
2018
-3.76%
-2.09%
2017
21.98%
27.67%

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
--
18.94%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.96% -- -- --
2023 11.51% 14.13% -2.14% 11.54%
2022 -8.08% -19.75% -6.48% 3.30%
2021 3.11% 10.37% 0.80% 9.77%
2020 -18.77% 26.30% 11.12% 10.91%
2019 13.68% 4.69% 0.65% 10.30%
2018 0.86% 4.47% 8.59% -15.89%
2017 6.92% 3.04% 4.78% 5.67%
2016 -1.95% -0.69% 6.52% 3.26%
2015 1.84% 1.07% -7.02% 4.84%

2014 0.95% 5.32% -0.23% 3.10%
2013 8.31% 2.65% 7.54% 11.23%
2012 15.12% -5.50% 6.28% -1.26%
2011 5.41% -1.52% -13.39% 11.90%
2010 6.11% -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%
2006 1.34% -4.67% 1.01% 4.49%
2005 -4.10% 3.47% 3.45% 3.25%
2004 2.80% -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%
2000 1.62% -7.61% 0.69% -9.16%
1999 6.95% 5.59% -4.01% 28.13%
1998 11.20% 4.50% -7.74% 18.96%
1997 1.75% 13.08% 4.98% 0.70%
1996 5.20% 3.96% 1.13% 5.52%
1995 8.18% 8.37% 5.25% 5.95%
1994 -2.19% 0.51% 3.53% -1.36%
1993 2.34% -0.09% 2.05% 1.81%
1992 -2.02% 1.30% 3.79% 2.86%
1991 11.59% -1.52% 5.06% 5.94%
1990 0.30% 5.82% -8.91% 5.35%
1989 6.05% 6.41% 8.04% 0.50%
1988 3.01% 3.76% 0.33% -1.60%
1987 14.80% 2.24% 4.34% -17.68%
1986 12.44% 4.64% -4.39% 3.95%
1985 7.77% 6.58% -2.50% 14.79%
1984 -3.88% -3.29% 7.95% 0.58%
1983 6.40% 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%
1979 6.17% 3.04% 6.33% -0.39%
1978 -3.91% 9.00% 6.92% -6.95%
1977 -4.46% 3.44% -3.09% 0.31%
1976 14.75% 1.42% 1.22% 5.06%
1975 22.93% 13.75% -7.58% 7.57%
1974 -3.65% -11.88% -21.80% 8.65%
1973 -10.96% -7.40% 4.57% -9.64%
1972 5.28% -4.11% 0.54% 4.30%
1971 11.27% 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%
1967 11.11% 1.99% 7.51% 1.16%
1966 -0.55% -5.60% -8.84% 9.25%
1965 3.77% -1.98% 7.23% 3.42%
1964 5.26% 2.95% 1.94% 0.64%
1963 0.60% -- -- --

Rank in Category (By Total Return)

YTD 63
1-Month 53
3-Month 63
1-Year 49
3-Year 33
5-Year 50

Load Adjusted Returns

1-Year 38.22%
3-Year 10.28%
5-Year 15.24%
10-Year 12.19%

Performance & Risk

YTD Return 6.71%
5y Average Return 13.24%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Bridges
Net Assets 227.5M
YTD Return 10.96%
Yield 0.00%
Morningstar Rating
Inception Date Jul 01, 1963

Fund Summary

The fund invests primarily in a diversified portfolio of common stocks, which fund management believes offers the potential for increased earnings and dividends over time. Normally, such equity securities will represent 60% or more of the fund's net assets. It may invest up to 15% of its total assets in U.S. dollar-denominated securities of foreign issuers traded on U.S. exchanges, and up to 20% of its total assets in American Depositary Receipts ("ADRs") traded on U.S. exchanges or in the U.S. over-the-counter market.

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