BBGLX Mutual Fund

BBGLX Mutual Fund

NAV$27.18
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Returns Overview

1 Month
-0.45%
3 Months
+1.67%
6 Months
+4.32%
YTD
+2.88%
1 Year
+8.11%
3 Years (annualized)
+14.75%
5 Years (annualized)
+7.62%
10 Years (annualized)
+14.21%

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
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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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.88%
Peer Avg (YTD)
+6.23%
vs Peers
-3.36%

BBGLX Mutual Fund Performance

BBGLX performance across multiple time periods: 1-month -0.45%, YTD 2.88%, 1-year 8.11%, 3-year 14.75%, 5-year 7.62%, 10-year 14.21%.

BBGLX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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