BGAFX Mutual Fund

NAV$56.57

Returns Overview

1 Month
+9.85%
3 Months
+26.61%
6 Months
+20.45%
YTD
+20.08%
1 Year
+38.27%
3 Years (annualized)
+27.73%
5 Years (annualized)
+1.82%
10 Years (annualized)
+16.52%

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
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 Growth Index
This Mutual Fund (YTD)
+20.08%
Peer Avg (YTD)
+8.97%
vs Peers
+11.11%

BGAFX Mutual Fund Performance

BGAFX performance across multiple time periods: 1-month 9.85%, YTD 20.08%, 1-year 38.27%, 3-year 27.73%, 5-year 1.82%, 10-year 16.52%.

BGAFX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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