BEGIX Mutual Fund

BEGIX Mutual Fund

NAV$18.45
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Returns Overview

1 Month
+3.57%
3 Months
+4.36%
6 Months
+5.41%
YTD
+8.99%
1 Year
+9.75%
3 Years (annualized)
+7.18%
5 Years (annualized)
+6.56%
10 Years (annualized)
+10.78%

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)
+8.99%
Peer Avg (YTD)
+11.41%
vs Peers
-2.43%

BEGIX Mutual Fund Performance

BEGIX performance across multiple time periods: 1-month 3.57%, YTD 8.99%, 1-year 9.75%, 3-year 7.18%, 5-year 6.56%, 10-year 10.78%.

BEGIX returns trail the peer average of 11.41% 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.