Robert Bruce Performance

Bruce Fund / Bruce & Co Inc Portfolio

$309M Total portoflio value

Performance vs S&P 500

Over the past 10 years, Robert Bruce returned -20.2% compared to 253.1% for the S&P 500 — underperformed the S&P 500 by 273.3%.

1-Year Return

20.6%
S&P 500: 22.4%

3-Year Return

25.8%
S&P 500: 72.1%

5-Year Return

-52.3%
S&P 500: 73.9%

10-Year Return

-20.2%
S&P 500: 253.1%

Portfolio Value

Buy/Sell Distribution