BBTGX Mutual Fund

BBTGX Mutual Fund

NAV$44.42
See how much of BBTGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.93%
3 Months
+3.25%
6 Months
+13.97%
YTD
+24.32%
1 Year
+31.79%
3 Years (annualized)
+28.67%
5 Years (annualized)
+15.39%
10 Years (annualized)
+13.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BBTGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 1000 Value Index
This Mutual Fund (YTD)
+24.32%
Peer Avg (YTD)
+12.44%
vs Peers
+11.88%

BBTGX Mutual Fund Performance

BBTGX performance across multiple time periods: 1-month 3.93%, YTD 24.32%, 1-year 31.79%, 3-year 28.67%, 5-year 15.39%, 10-year 13.45%.

BBTGX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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