BFIGX Mutual Fund

NAV$9.44

Returns Overview

1 Month
-0.73%
3 Months
+0.74%
6 Months
+0.63%
YTD
+0.74%
1 Year
+2.71%
3 Years (annualized)
+3.90%
5 Years (annualized)
+0.39%
10 Years (annualized)
+2.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BFIGX 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
Bloomberg US Aggregate Index
This Mutual Fund (YTD)
+0.74%
Peer Avg (YTD)
+3.23%
vs Peers
-2.49%

BFIGX Mutual Fund Performance

BFIGX performance across multiple time periods: 1-month -0.73%, YTD 0.74%, 1-year 2.71%, 3-year 3.90%, 5-year 0.39%, 10-year 2.45%.

BFIGX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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