BAGPX Mutual Fund

BAGPX Mutual Fund

NAV$17.34
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Returns Overview

1 Month
+1.94%
3 Months
+0.35%
6 Months
+6.50%
YTD
+9.39%
1 Year
+15.43%
3 Years (annualized)
+14.18%
5 Years (annualized)
+6.82%
10 Years (annualized)
+8.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BAGPX 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
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🏦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
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+9.39%
Peer Avg (YTD)
+6.28%
vs Peers
+3.10%

BAGPX Mutual Fund Performance

BAGPX performance across multiple time periods: 1-month 1.94%, YTD 9.39%, 1-year 15.43%, 3-year 14.18%, 5-year 6.82%, 10-year 8.75%.

BAGPX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

BAGPX vs another fund shows side-by-side returns. BAGPX alternatives are available in the Mutual Fund Screener.