BGAEX Mutual Fund

BGAEX Mutual Fund

NAV$13.01
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Returns Overview

1 Month
-3.81%
3 Months
-3.90%
6 Months
-7.38%
YTD
-7.80%
1 Year
-10.14%
3 Years (annualized)
+9.11%
5 Years (annualized)
-2.60%
10 Years (annualized)
+8.50%

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
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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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-7.80%
Peer Avg (YTD)
+5.23%
vs Peers
-13.03%

BGAEX Mutual Fund Performance

BGAEX performance across multiple time periods: 1-month -3.81%, YTD -7.80%, 1-year -10.14%, 3-year 9.11%, 5-year -2.60%, 10-year 8.50%.

BGAEX returns trail the peer average of 5.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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