Robert Bruce Performance

Bruce Fund / Bruce & Co Inc Portfolio

$301M Total portoflio value

Performance vs S&P 500

Over the past 10 years, Robert Bruce returned -13.9% compared to 263.7% for the S&P 500 — underperformed the S&P 500 by 277.6%.

1-Year Return

13.3%
S&P 500: 16.0%

3-Year Return

36.2%
S&P 500: 79.0%

5-Year Return

-55.1%
S&P 500: 73.1%

10-Year Return

-13.9%
S&P 500: 263.7%

Portfolio Value

Buy/Sell Distribution