BGAEX Mutual Fund

NAV$13.98

Returns Overview

1 Month
-0.00%
3 Months
+8.29%
6 Months
-0.08%
YTD
-0.45%
1 Year
-40.35%
3 Years (annualized)
+7.18%
5 Years (annualized)
-0.44%
10 Years (annualized)
+9.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGAEX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-0.45%
Peer Avg (YTD)
+8.97%
vs Peers
-9.43%

BGAEX Mutual Fund Performance

BGAEX performance across multiple time periods: 1-month -0.00%, YTD -0.45%, 1-year -40.35%, 3-year 7.18%, 5-year -0.44%, 10-year 9.91%.

BGAEX returns trail the peer average of 8.97% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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