BGAIX Mutual Fund

NAV$60.27

Returns Overview

1 Month
+9.87%
3 Months
+26.68%
6 Months
+20.60%
YTD
+20.22%
1 Year
+38.37%
3 Years (annualized)
+27.97%
5 Years (annualized)
+2.02%
10 Years (annualized)
+16.77%

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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Growth Index
This Mutual Fund (YTD)
+20.22%
Peer Avg (YTD)
+8.97%
vs Peers
+11.25%

BGAIX Mutual Fund Performance

BGAIX performance across multiple time periods: 1-month 9.87%, YTD 20.22%, 1-year 38.37%, 3-year 27.97%, 5-year 2.02%, 10-year 16.77%.

BGAIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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