BFGFX Mutual Fund

BFGFX Mutual Fund

NAV$60.68
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Returns Overview

1 Month
-8.73%
3 Months
+1.40%
6 Months
+1.69%
YTD
-1.57%
1 Year
+13.06%
3 Years (annualized)
+15.95%
5 Years (annualized)
+15.68%
10 Years (annualized)
+23.24%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
-1.57%
Peer Avg (YTD)
+9.54%
vs Peers
-11.11%

BFGFX Mutual Fund Performance

BFGFX performance across multiple time periods: 1-month -8.73%, YTD -1.57%, 1-year 13.06%, 3-year 15.95%, 5-year 15.68%, 10-year 23.24%.

BFGFX returns trail the peer average of 9.54% 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.