BAGX ETF

Returns Overview

1 Month
-1.54%
3 Months
+4.94%
YTD
+12.87%
1 Year
+21.41%
3 Years (annualized)
+23.88%
5 Years (annualized)
+12.33%
10 Years (annualized)
+11.38%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BAGX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This ETF (YTD)
+12.87%
Peer Avg (YTD)
+8.39%
vs Peers
+4.48%

BAGX ETF Performance

BAGX performance across multiple time periods: 1-month -1.54%, YTD 12.87%, 1-year 21.41%, 3-year 23.88%, 5-year 12.33%, 10-year 11.38%.

BAGX returns outperform the peer average of 8.39% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this ETF.

BAGX vs another fund shows side-by-side returns. BAGX alternatives are available in the ETF Screener.

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.54%N/A
3 Months+4.94%N/A
1 Year+21.41%N/A
3 Years+23.88%N/A
5 Years+12.33%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized