Robert Bruce Performance

Bruce Fund / Bruce & Co Inc Portfolio

$296M Total portoflio value

Performance vs S&P 500

Over the past 10 years, Robert Bruce returned -12.4% compared to 253.8% for the S&P 500 — underperformed the S&P 500 by 266.2%.

1-Year Return

16.7%
S&P 500: 14.2%

3-Year Return

28.7%
S&P 500: 69.6%

5-Year Return

-52.9%
S&P 500: 68.6%

10-Year Return

-12.4%
S&P 500: 253.8%

Portfolio Value

Buy/Sell Distribution