Robert Bruce

Robert Bruce

Bruce & Co.
Last update 2020-02-14 36 Stocks (1 new)
Value $484.00 Mil Turnover 3 %
Guru Portfolio Report Download

Robert Bruce Profile

Robert Bruce is Founder of the Bruce Fund (BRUFX) run by Robert and son, Jeff. From 2000 through 2006, the Bruce Fund returned annualized 29.7%. Bruce's previous returns and more recent returns have been lower.

Robert Bruce Investing Philosophy

Bruce invests in stocks -- mostly small- and mid-cap plus the occasional large-cap -- and convertible and distressed bonds. The Bruce's tend to hold their stocks for the long-term.
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Performance of Bruce Fund

Year Return % S&P500 % Excess Gain %
2019 22.42 30.58 -8.2
2018 -3.96 -4.57 0.6
2017 12.46 21.7 -9.2
3-Year Cumulative (2017-2019) 32.22 (9.76/Year) 51.65 (14.89/Year) -19.43 (-5.13/Year)
2016 4.06 12 -7.9
2015 2.9 1.24 1.7
5-Year Cumulative (2015-2019) 41.58 (7.20/Year) 71.96 (11.45/Year) -30.36 (-4.23/Year)
2014 13.68 13.46 0.2
2013 18.95 32.31 -13.4
2012 7.86 15.99 -8.1
2011 7.24 1.9 5.3
2010 23.96 15.05 8.9
10-Year Cumulative (2010-2019) 174.50 (10.63/Year) 251.03 (13.38/Year) -76.53 (-2.75/Year)
2009 32.26 26.35 5.9
2008 -27.27 -36.79 9.5
2007 -5.13 5.15 -10.3
2006 17.72 15.84 1.9
2005 7.69 4.83 2.9
15-Year Cumulative (2005-2019) 217.57 (8.01/Year) 257.98 (8.87/Year) -40.41 (-0.84/Year)
2004 57.19 10.7 46.5
2003 66.82 28.18 38.6
2002 9.23 -21.58 30.8
2001 22.48 -11.76 34.2
2000 38.64 -9.75 48.4
20-Year Cumulative (2000-2019) 1444.59 (14.67/Year) 217.22 (5.94/Year) 1227.37 (8.73/Year)
1999 -19.78 20.38 -40.2
1998 -6.02 28.69 -34.7
1997 30.24 33.49 -3.3
1996 -2.32 22.5 -24.8
1995 64.77 38.06 26.7
25-Year Cumulative (1995-2019) 2340.96 (13.63/Year) 1009.46 (10.10/Year) 1331.50 (3.53/Year)
1994 -16.08 0.38 -16.5
1993 19.44 10.08 9.4
1992 10.63 7.62 3
1991 1.42 30.47 -29
1990 -1.07 -3.1 2
30-Year Cumulative (1990-2019) 2615.82 (11.63/Year) 1568.00 (9.83/Year) 1047.82 (1.80/Year)
1989 15.66 31.69 -16
1988 12.89 16.61 -3.7
1987 -18.09 5.1 -23.2
1986 29.63 18.6 11
1985 38.72 31.6 7.1
35-Year Cumulative (1985-2019) 5123.01 (11.97/Year) 4101.73 (11.27/Year) 1021.28 (0.70/Year)
1984 6.23 6.1 0.1

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