BGR ETF

Returns Overview

1 Month
+12.27%
3 Months
+0.30%
6 Months
+19.21%
YTD
+31.69%
1 Year
+41.82%
3 Years (annualized)
+16.22%
5 Years (annualized)
+20.99%
10 Years (annualized)
+12.19%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BGR 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

This ETF (YTD)
+31.69%
Peer Avg (YTD)
+19.98%
vs Peers
+11.71%

BGR ETF Performance

BGR performance across multiple time periods: 1-month 12.27%, YTD 31.69%, 1-year 41.82%, 3-year 16.22%, 5-year 20.99%, 10-year 12.19%.

BGR returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+12.27%N/A
3 Months+0.30%N/A
6 Months+19.21%N/A
1 Year+41.82%N/A
3 Years+16.22%N/A
5 Years+20.99%N/A

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