Number of Stocks: 37
Number of New Stocks: 0
Total Value: $424 Mil
Q/Q Turnover: 2%
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Web Page:http://www.thebrucefund.com/
| Year | Return (%) | S&P500 (%) | Excess Gain (%) |
|---|---|---|---|
| 2017 | 12.46 | 21.71 | -9.2 |
| 2016 | 4.06 | 11.96 | -7.9 |
| 2015 | 2.9 | 1.38 | 1.5 |
| 3-Year Cumulative | 20.4 (6.4%/year) | 38.1 (11.4%/year) | -17.7 (-5%/year) |
| 2014 | 13.68 | 13.69 | -0.0 |
| 2013 | 18.95 | 32.39 | -13.4 |
| 5-Year Cumulative | 62.8 (10.2%/year) | 107.9 (15.8%/year) | -45.1 (-5.6%/year) |
| 2012 | 7.86 | 16 | -8.1 |
| 2011 | 7.24 | 2.11 | 5.1 |
| 2010 | 23.96 | 15.06 | 8.9 |
| 2009 | 32.26 | 26.46 | 5.8 |
| 2008 | -27.27 | -37 | 9.7 |
| 10-Year Cumulative | 124.6 (8.4%/year) | 125.8 (8.5%/year) | -1.2 (-0.1%/year) |
| 2007 | -5.13 | 5.49 | -10.6 |
| 2006 | 17.72 | 15.79 | 1.9 |
| 2005 | 7.69 | 4.91 | 2.8 |
| 2004 | 57.19 | 10.88 | 46.3 |
| 2003 | 66.82 | 28.68 | 38.1 |
| 15-Year Cumulative | 608.3 (13.9%/year) | 312.8 (9.9%/year) | 295.5 (4%/year) |
| 2002 | 9.23 | -22.1 | 31.3 |
| 2001 | 22.48 | -11.89 | 34.4 |
| 2000 | 38.64 | -9.1 | 47.7 |
| 1999 | -19.78 | 21.04 | -40.8 |
| 1998 | -6.02 | 28.58 | -34.6 |
| 20-Year Cumulative | 890.4 (12.1%/year) | 300.8 (7.2%/year) | 589.6 (4.9%/year) |
| 1997 | 30.24 | 33.36 | -3.1 |
| 1996 | -2.32 | 22.96 | -25.3 |
| 1995 | 64.77 | 37.58 | 27.2 |
| 1994 | -16.08 | 1.32 | -17.4 |
| 1993 | 19.44 | 10.08 | 9.4 |
| 25-Year Cumulative | 1981 (12.9%/year) | 908.6 (9.7%/year) | 1072.4 (3.2%/year) |
| 1992 | 10.63 | 7.62 | 3.0 |
| 1991 | 1.42 | 30.47 | -29.0 |
| 1990 | -1.07 | -3.1 | 2.0 |
| 1989 | 15.66 | 31.69 | -16.0 |
| 1988 | 12.89 | 16.61 | -3.7 |
| 30-Year Cumulative | 2916 (12%/year) | 2007.3 (10.7%/year) | 908.7 (1.3%/year) |
| 1987 | -18.09 | 5.1 | -23.2 |
| 1986 | 29.63 | 18.6 | 11.0 |
| 1985 | 38.72 | 31.6 | 7.1 |
| 1984 | 6.23 | 6.1 | 0.1 |
BOTOX, FACIAL FILLERS, STEEL, VALEANT, BRUCE,
BRUCE, 2Q, BUYS, SELLS, TRADES
BRUCE, TRADES
Robert Bruce
Robert Bruce
Robert Bruce
UTILITIES – DIVERSIFIED, UTILITIES – REGULATED ELECTRIC
TURNAROUND, GROWTH, MUTUAL FUNDS, OWNER EARNINGS, PERFORMANCE, WARREN BUFFETT
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