BBGSX Mutual Fund

NAV$17.92

Returns Overview

1 Month
+3.77%
3 Months
+18.27%
6 Months
+13.26%
YTD
+12.02%
1 Year
+14.19%
3 Years (annualized)
+12.15%
5 Years (annualized)
+3.31%
10 Years (annualized)
+11.40%

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
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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+12.02%
Peer Avg (YTD)
+18.52%
vs Peers
-6.50%

BBGSX Mutual Fund Performance

BBGSX performance across multiple time periods: 1-month 3.77%, YTD 12.02%, 1-year 14.19%, 3-year 12.15%, 5-year 3.31%, 10-year 11.40%.

BBGSX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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