BFGUX Mutual Fund

BFGUX Mutual Fund

NAV$63.19
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Returns Overview

1 Month
-8.72%
3 Months
+1.45%
6 Months
+1.82%
YTD
-1.44%
1 Year
+13.35%
3 Years (annualized)
+16.25%
5 Years (annualized)
+10.72%
10 Years (annualized)
+20.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFGUX 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)
-1.44%
Peer Avg (YTD)
+9.54%
vs Peers
-10.98%

BFGUX Mutual Fund Performance

BFGUX performance across multiple time periods: 1-month -8.72%, YTD -1.44%, 1-year 13.35%, 3-year 16.25%, 5-year 10.72%, 10-year 20.34%.

BFGUX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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