BGAKX Mutual Fund

BGAKX Mutual Fund

NAV$13.68
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Returns Overview

1 Month
+1.85%
3 Months
-0.15%
6 Months
+4.97%
YTD
+3.39%
1 Year
+5.74%
3 Years (annualized)
+13.06%
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
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🏦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 Index(MSEUACWF)
This Mutual Fund (YTD)
+3.39%
Peer Avg (YTD)
+8.51%
vs Peers
-5.12%

BGAKX Mutual Fund Performance

BGAKX performance across multiple time periods: 1-month 1.85%, YTD 3.39%, 1-year 5.74%, 3-year 13.06%, 5-year 1.99%, 10-year 10.54%.

BGAKX returns trail the peer average of 8.51% 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.