BFGFX Mutual Fund

BFGFX Mutual Fund

NAV$66.02
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Returns Overview

1 Month
+5.91%
3 Months
+13.28%
6 Months
+14.87%
YTD
+11.51%
1 Year
+28.25%
3 Years (annualized)
+26.80%
5 Years (annualized)
+8.69%
10 Years (annualized)
+22.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFGFX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.51%
Peer Avg (YTD)
+8.01%
vs Peers
+3.50%

BFGFX Mutual Fund Performance

BFGFX performance across multiple time periods: 1-month 5.91%, YTD 11.51%, 1-year 28.25%, 3-year 26.80%, 5-year 8.69%, 10-year 22.25%.

BFGFX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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