BCGPX Mutual Fund

NAV$16.99

Returns Overview

1 Month
+0.24%
3 Months
+11.64%
6 Months
+9.40%
YTD
+8.90%
1 Year
+17.63%
3 Years (annualized)
+13.12%
5 Years (annualized)
+6.21%
10 Years (annualized)
+8.13%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
+8.90%
Peer Avg (YTD)
+5.87%
vs Peers
+3.04%

BCGPX Mutual Fund Performance

BCGPX performance across multiple time periods: 1-month 0.24%, YTD 8.90%, 1-year 17.63%, 3-year 13.12%, 5-year 6.21%, 10-year 8.13%.

BCGPX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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