BBGSX Mutual Fund

BBGSX Mutual Fund

NAV$17.39
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Returns Overview

1 Month
+2.13%
3 Months
-0.28%
6 Months
+5.47%
YTD
+8.84%
1 Year
+11.07%
3 Years (annualized)
+12.32%
5 Years (annualized)
+2.59%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBGSX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+8.84%
Peer Avg (YTD)
+15.20%
vs Peers
-6.36%

BBGSX Mutual Fund Performance

BBGSX performance across multiple time periods: 1-month 2.13%, YTD 8.84%, 1-year 11.07%, 3-year 12.32%, 5-year 2.59%, 10-year 10.99%.

BBGSX returns trail the peer average of 15.20% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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