BFGUX Mutual Fund

BFGUX Mutual Fund

NAV$67.71
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Returns Overview

1 Month
+5.94%
3 Months
+13.36%
6 Months
+15.00%
YTD
+11.72%
1 Year
+28.59%
3 Years (annualized)
+27.13%
5 Years (annualized)
+8.97%
10 Years (annualized)
+22.57%

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)
+11.72%
Peer Avg (YTD)
+8.01%
vs Peers
+3.72%

BFGUX Mutual Fund Performance

BFGUX performance across multiple time periods: 1-month 5.94%, YTD 11.72%, 1-year 28.59%, 3-year 27.13%, 5-year 8.97%, 10-year 22.57%.

BFGUX returns outperform the peer average of 8.01% 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.