Bruce Fund Performance

Bruce & Co Inc Portfolio

$301M Total portoflio value

Performance vs S&P 500

Over the past 10 years, Bruce Fund returned -13.9% compared to 257.6% for the S&P 500 — underperformed the S&P 500 by 271.5%.

1-Year Return

14.9%
S&P 500: 14.9%

3-Year Return

33.5%
S&P 500: 75.1%

5-Year Return

-55.1%
S&P 500: 71.2%

10-Year Return

-13.9%
S&P 500: 257.6%

Portfolio Value

Buy/Sell Distribution