BEGIX Mutual Fund

BEGIX Mutual Fund

NAV$19.33
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Returns Overview

1 Month
+5.23%
3 Months
+1.63%
6 Months
+6.06%
YTD
+10.76%
1 Year
+14.17%
3 Years (annualized)
+11.28%
5 Years (annualized)
+5.95%
10 Years (annualized)
+11.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEGIX 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
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📉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)
+10.76%
Peer Avg (YTD)
+12.44%
vs Peers
-1.68%

BEGIX Mutual Fund Performance

BEGIX performance across multiple time periods: 1-month 5.23%, YTD 10.76%, 1-year 14.17%, 3-year 11.28%, 5-year 5.95%, 10-year 11.19%.

BEGIX returns trail the peer average of 12.44% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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