BGB ETF

BGB ETF
$10.98
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Returns Overview

1 Month
-1.02%
3 Months
-0.34%
6 Months
+1.30%
YTD
-2.82%
1 Year
-1.88%
3 Years (annualized)
+6.13%
5 Years (annualized)
+3.37%
10 Years (annualized)
+8.70%

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
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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)
-2.82%
Peer Avg (YTD)
+0.50%
vs Peers
-3.32%

BGB ETF Performance

BGB performance across multiple time periods: 1-month -1.02%, YTD -2.82%, 1-year -1.88%, 3-year 6.13%, 5-year 3.37%, 10-year 8.70%.

BGB returns trail the peer average of 0.50% 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.

Compare BGB

BGB vs SPYBGB vs QQQBGB vs VOOBGB vs VTIBGB vs IVVBGB vs SCHDBGB vs VYMBGB vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.02%N/A
3 Months-0.34%N/A
6 Months+1.30%N/A
1 Year-1.88%N/A
3 Years+6.13%N/A
5 Years+3.37%N/A

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