BCGPX Mutual Fund

BCGPX Mutual Fund

NAV$16.59
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Returns Overview

1 Month
-1.90%
3 Months
+2.54%
6 Months
+5.34%
YTD
+6.84%
1 Year
+14.58%
3 Years (annualized)
+12.02%
5 Years (annualized)
+5.92%
10 Years (annualized)
+7.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BCGPX 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 Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+6.84%
Peer Avg (YTD)
+5.54%
vs Peers
+1.30%

BCGPX Mutual Fund Performance

BCGPX performance across multiple time periods: 1-month -1.90%, YTD 6.84%, 1-year 14.58%, 3-year 12.02%, 5-year 5.92%, 10-year 7.76%.

BCGPX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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