BCGPX Mutual Fund

BCGPX Mutual Fund

NAV$16.51
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Returns Overview

1 Month
-0.96%
3 Months
-0.66%
6 Months
+1.86%
YTD
+6.13%
1 Year
+6.72%
3 Years (annualized)
+14.51%
5 Years (annualized)
+5.18%
10 Years (annualized)
+7.77%

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)
+6.13%
Peer Avg (YTD)
+5.30%
vs Peers
+0.83%

BCGPX Mutual Fund Performance

BCGPX performance across multiple time periods: 1-month -0.96%, YTD 6.13%, 1-year 6.72%, 3-year 14.51%, 5-year 5.18%, 10-year 7.77%.

BCGPX returns outperform the peer average of 5.30% 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.