BCGDX Mutual Fund

NAV$21.80

Returns Overview

1 Month
+0.68%
3 Months
+8.42%
6 Months
+8.35%
YTD
+7.74%
1 Year
+21.54%
3 Years (annualized)
+19.89%
5 Years (annualized)
+12.57%
10 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCGDX 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
FTSE 1 Month Treasury Bill Index(^F1MTRSB)
This Mutual Fund (YTD)
+7.74%
Peer Avg (YTD)
+9.49%
vs Peers
-1.75%

BCGDX Mutual Fund Performance

BCGDX performance across multiple time periods: 1-month 0.68%, YTD 7.74%, 1-year 21.54%, 3-year 19.89%, 5-year 12.57%, 10-year 11.61%.

BCGDX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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