BCEGX Mutual Fund

BCEGX Mutual Fund

NAV$17.98
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Returns Overview

1 Month
+3.43%
3 Months
+4.08%
6 Months
+4.86%
YTD
+8.32%
1 Year
+8.61%
3 Years (annualized)
+6.10%
5 Years (annualized)
+5.50%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCEGX 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
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+8.32%
Peer Avg (YTD)
+11.41%
vs Peers
-3.09%

BCEGX Mutual Fund Performance

BCEGX performance across multiple time periods: 1-month 3.43%, YTD 8.32%, 1-year 8.61%, 3-year 6.10%, 5-year 5.50%, 10-year 9.68%.

BCEGX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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