BBGLX Mutual Fund

NAV$27.97

Returns Overview

1 Month
-2.74%
3 Months
+14.01%
6 Months
+3.06%
YTD
+3.34%
1 Year
+1.08%
3 Years (annualized)
+12.67%
5 Years (annualized)
+6.46%
10 Years (annualized)
+13.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBGLX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+3.34%
Peer Avg (YTD)
+8.97%
vs Peers
-5.63%

BBGLX Mutual Fund Performance

BBGLX performance across multiple time periods: 1-month -2.74%, YTD 3.34%, 1-year 1.08%, 3-year 12.67%, 5-year 6.46%, 10-year 13.82%.

BBGLX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

BBGLX performance comparison shows side-by-side returns with another fund. BBGLX alternatives are available in the Mutual Fund Screener.