BEQGX Mutual Fund

BEQGX Mutual Fund

NAV$40.56
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Returns Overview

1 Month
+1.04%
3 Months
+5.90%
6 Months
+8.46%
YTD
+9.37%
1 Year
+21.88%
3 Years (annualized)
+19.49%
5 Years (annualized)
+10.61%
10 Years (annualized)
+13.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BEQGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.37%
Peer Avg (YTD)
+9.41%
vs Peers
-0.04%

BEQGX Mutual Fund Performance

BEQGX performance across multiple time periods: 1-month 1.04%, YTD 9.37%, 1-year 21.88%, 3-year 19.49%, 5-year 10.61%, 10-year 13.01%.

BEQGX returns trail the peer average of 9.41% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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