BGB ETF

Returns Overview

3 Months
-0.04%
6 Months
-0.97%
YTD
-2.49%
1 Year
-0.87%
3 Years (annualized)
+6.34%
5 Years (annualized)
+3.37%
10 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BGB 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
S&P/LSTA Leveraged Loan Index (LLI)(SPBDALB)
This ETF (YTD)
-2.49%
Peer Avg (YTD)
+0.12%
vs Peers
-2.61%

BGB ETF Performance

BGB performance across multiple time periods: YTD -2.49%, 1-year -0.87%, 3-year 6.34%, 5-year 3.37%, 10-year 8.88%.

BGB returns trail the peer average of 0.12% YTD. investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.00%N/A
3 Months-0.04%N/A
6 Months-0.97%N/A
1 Year-0.87%N/A
3 Years+6.34%N/A
5 Years+3.37%N/A

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