BGAKX Mutual Fund

BGAKX Mutual Fund

NAV$13.80
See how much of BGAKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.96%
3 Months
+1.13%
6 Months
+0.82%
YTD
+1.51%
1 Year
+5.99%
3 Years (annualized)
+10.26%
5 Years (annualized)
+1.99%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGAKX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+1.51%
Peer Avg (YTD)
+6.23%
vs Peers
-4.73%

BGAKX Mutual Fund Performance

BGAKX performance across multiple time periods: 1-month -0.96%, YTD 1.51%, 1-year 5.99%, 3-year 10.26%, 5-year 1.99%, 10-year 10.54%.

BGAKX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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