BAGPX Mutual Fund

BAGPX Mutual Fund

NAV$17.36
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Returns Overview

1 Month
-1.84%
3 Months
+2.71%
6 Months
+5.71%
YTD
+7.31%
1 Year
+15.44%
3 Years (annualized)
+12.84%
5 Years (annualized)
+6.71%
10 Years (annualized)
+8.57%

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)
+7.31%
Peer Avg (YTD)
+5.54%
vs Peers
+1.77%

BAGPX Mutual Fund Performance

BAGPX performance across multiple time periods: 1-month -1.84%, YTD 7.31%, 1-year 15.44%, 3-year 12.84%, 5-year 6.71%, 10-year 8.57%.

BAGPX returns outperform the peer average of 5.54% 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.