BGX ETF

BGX ETF
$10.63
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Returns Overview

1 Month
+0.75%
3 Months
+0.77%
6 Months
+0.08%
YTD
-1.32%
1 Year
+0.60%
3 Years (annualized)
+6.67%
5 Years (annualized)
+3.70%
10 Years (annualized)
+5.50%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would BGX 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)
-1.32%
Peer Avg (YTD)
+0.12%
vs Peers
-1.44%

BGX ETF Performance

BGX performance across multiple time periods: 1-month 0.75%, YTD -1.32%, 1-year 0.60%, 3-year 6.67%, 5-year 3.70%, 10-year 5.50%.

BGX returns trail the peer average of 0.12% YTD. With an expense ratio of 2.77%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.75%N/A
3 Months+0.77%N/A
6 Months+0.08%N/A
1 Year+0.60%N/A
3 Years+6.67%N/A
5 Years+3.70%N/A

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