Overview Performance Dividends Peer Group Options

(BRDG) Bridge Investment - Performance 35.5% in 12m

Compare BRDG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating -23.63%
#173 in Group
Rel. Strength 86.71%
#1064 in Universe
Total Return 12m 35.47%
#11 in Group
Total Return 5y -31.44%
#174 in Group
P/E 67.9
96th Percentile in Group
P/E Forward 11.0
68th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 10.2%
65th Percentile in Group

12m Total Return: BRDG (35.5%) vs XLF (19.4%)

Compare overall performance (total returns) of Bridge Investment with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (BRDG) Bridge Investment - Performance 35.5% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
BRDG -2.34% -9.6% 15%
BOWN -0.32% 84.1% 19.9%
ASA 18.2% 10.7% 43.0%
SII 20.3% 19.5% 23.8%
Long Term
Symbol 6m 12m 5y
BRDG -17.2% 35.5% -31.4%
LCS -1.70% 61.5% 543%
CIX 47.5% 139% 348%
LFE -4.05% 78.3% 385%
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol 1m 12m 5y P/E P/E Forward PEG EPS
Stability		 EPS
CAGR
AMP NYSE
Ameriprise Financial		 -5.99% 14.2% 359% 14.2 12.5 0.94 30.9% 31.1%
ARES NYSE
Ares Management		 -5.11% 9.48% 418% 57.9 22.9 0.63 31.5% 29.5%
APO NYSE
Apollo Global Management		 -9.73% 17.7% 284% 17.2 15.1 1.37 22.6% -4.44%
BCSF NYSE
Bain Capital Specialty		 -11.7% 4% 153% 9.01 10.4 1.07 -1.20% -8.73%
AGF-B TO
AGF Management Limited		 -7.45% 21.2% 201% 6.36 5.35 1.25 82.9% 18.1%
TSLX NYSE
Sixth Street Specialty		 -8.21% 7.91% 141% 9.74 9.23 1.27 -35.1% -6.83%
PNNT NYSE
PennantPark Investment		 -10.5% 4.33% 281% 7.67 8.05 0.28 -37.9% -19.4%
FHI NYSE
Federated Investors		 -5.31% 13.6% 132% 11.7 9.27 1.78 45.6% 9.29%

Performance Comparison: BRDG vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BRDG
Total Return (including Dividends) BRDG XLF S&P 500
1 Month -9.60% -4.87% -7.04%
3 Months 14.99% -6.25% -10.88%
12 Months 35.47% 19.36% 5.72%
5 Years -31.44% 132.21% 100.77%
Trend Score (consistency of price movement) BRDG XLF S&P 500
1 Month -78.3% -69.4% -76.1%
3 Months 48.4% -72.1% -86.4%
12 Months 64.0% 87.9% 67.8%
5 Years -81.2% 75.2% 84.3%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #141 -4.97% -2.75%
3 Month #5 22.7% 29.0%
12 Month #12 13.5% 28.1%
5 Years #126 -50.3% -46.7%

FAQs

Does BRDG Bridge Investment outperforms the market?

Yes, over the last 12 months BRDG made 35.47%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.36%.
Over the last 3 months BRDG made 14.99%, while XLF made -6.25%.

Performance Comparison BRDG vs Indeces and Sectors

BRDG vs. Indices BRDG is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 1.85% -2.56% -8.07% 29.8%
US NASDAQ 100 QQQ 2.34% -1.74% -7.98% 31.8%
US Dow Jones Industrial 30 DIA -0.05% -4.43% -10.0% 28.8%
German DAX 40 DAX -10.7% -1.55% -26.7% 16.2%
Shanghai Shenzhen CSI 300 CSI 300 -5.15% -1.85% -12.9% 27.5%
Hongkong Hang Seng HSI -5.82% 1.55% -9.46% 19.3%
India NIFTY 50 INDA -2.16% -13.0% -7.49% 34.8%
Brasil Bovespa EWZ -2.66% -3.32% -8.39% 46.4%

BRDG vs. Sectors BRDG is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 2.04% -2.02% -16.3% 22.2%
Consumer Discretionary XLY 3.44% -3.38% -10.3% 28.1%
Consumer Staples XLP -3.41% -9.49% -15.7% 23.0%
Energy XLE 0.89% 2.32% -7.01% 48.3%
Financial XLF -0.86% -4.73% -16.0% 16.1%
Health Care XLV -0.56% -2.82% -6.88% 35.6%
Industrial XLI -0.65% -3.63% -7.44% 31.6%
Materials XLB -1.65% -2.16% -0.65% 43.4%
Real Estate XLRE -3.90% -4.61% -7.79% 21.1%
Technology XLK 2.54% 0.23% -2.04% 38.7%
Utilities XLU -3.67% -7.49% -12.3% 9.08%
Aerospace & Defense XAR -2.81% -8.99% -17.5% 12.3%
Biotech XBI -2.67% 5.30% 7.83% 47.6%
Homebuilder XHB 2.46% -0.39% 11.4% 47.2%
Retail XRT 2.09% -3.85% -0.78% 42.5%

BRDG vs. Commodities BRDG is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -2.59% -2.78% -10.8% 52.2%
Natural Gas UNG 10.9% 10.2% -43.9% 17.9%
Gold GLD -10.1% -20.7% -41.6% -3.52%
Silver SLV -8.40% -6.19% -20.2% 20.1%
Copper CPER -8.04% -3.94% -24.2% 26.5%

BRDG vs. Yields & Bonds BRDG is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -1.71% -7.40% -11.8% 31.3%
iShares High Yield Corp. Bond HYG -1.75% -7.86% -17.0% 27.1%