BGAFX Mutual Fund

BGAFX Mutual Fund

NAV$56.86
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Returns Overview

1 Month
-6.27%
3 Months
+5.58%
6 Months
+15.02%
YTD
+16.21%
1 Year
+17.75%
3 Years (annualized)
+32.33%
5 Years (annualized)
+0.92%
10 Years (annualized)
+15.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGAFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Growth Index
This Mutual Fund (YTD)
+16.21%
Peer Avg (YTD)
+5.23%
vs Peers
+10.97%

BGAFX Mutual Fund Performance

BGAFX performance across multiple time periods: 1-month -6.27%, YTD 16.21%, 1-year 17.75%, 3-year 32.33%, 5-year 0.92%, 10-year 15.33%.

BGAFX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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