44
FocusedAvoid
Old Bridge Focused
Old Bridge · Direct–Growth · rank #18 of 28 by Smart Score
Trailing returns
1 Year
9.0%
+8.5% vs index
3 Years
—
5 Years
—
Since launch
12.7%
Year-by-year performance
2025
+8.5%+0.9% vs index
2026
+4.9%+6.7% vs index
Why this score
Old Bridge Focused scores 44/100 — #18 of 28 Focused fund (Avoid). It stands out for alpha and 1y return — beating 77% of peers on alpha. The main drag is its sharpe ratio (better than only 25% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
Sharpe ratio0.38 · 25th percentile in category
Volatility16.39 · 27th percentile in category
Alpha3.06 · 77th percentile in category
1Y return8.99% · 84th percentile in category
Sortino ratio0.53 · 30th percentile in category
Expense ratio1.12% · 37th percentile in category