Bruce Fund Performance

Bruce & Co Inc Portfolio

$305M Total portoflio value

Performance vs S&P 500

Over the past 10 years, Bruce Fund returned -11.7% compared to 243.8% for the S&P 500 — underperformed the S&P 500 by 255.6%.

1-Year Return

13.2%
S&P 500: 9.6%

3-Year Return

34.1%
S&P 500: 68.4%

5-Year Return

-57.2%
S&P 500: 56.9%

10-Year Return

-11.7%
S&P 500: 243.8%

Portfolio Value

Buy/Sell Distribution