BGAIX Mutual Fund

BGAIX Mutual Fund

NAV$62.05
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Returns Overview

1 Month
-8.31%
3 Months
+9.01%
6 Months
+11.41%
YTD
+10.23%
1 Year
+24.20%
3 Years (annualized)
+21.72%
5 Years (annualized)
+0.78%
10 Years (annualized)
+15.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGAIX 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)
+10.23%
Peer Avg (YTD)
+6.23%
vs Peers
+4.00%

BGAIX Mutual Fund Performance

BGAIX performance across multiple time periods: 1-month -8.31%, YTD 10.23%, 1-year 24.20%, 3-year 21.72%, 5-year 0.78%, 10-year 15.13%.

BGAIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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