BFGBX Mutual Fund

NAV$40.66

Returns Overview

1 Month
-1.89%
3 Months
+23.56%
6 Months
+12.37%
YTD
+12.03%
1 Year
+18.32%
3 Years (annualized)
+23.13%
5 Years (annualized)
+10.71%
10 Years (annualized)
+17.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFGBX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.03%
Peer Avg (YTD)
+8.97%
vs Peers
+3.05%

BFGBX Mutual Fund Performance

BFGBX performance across multiple time periods: 1-month -1.89%, YTD 12.03%, 1-year 18.32%, 3-year 23.13%, 5-year 10.71%, 10-year 17.45%.

BFGBX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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