BGAKX Mutual Fund

NAV$13.80
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Returns Overview

1 Month
-1.02%
3 Months
+11.56%
6 Months
+2.87%
YTD
+2.48%
1 Year
+7.97%
3 Years (annualized)
+11.84%
5 Years (annualized)
+2.12%

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
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📉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

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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 Index(MSEUACWF)
This Mutual Fund (YTD)
+2.48%
Peer Avg (YTD)
+8.97%
vs Peers
-6.49%

BGAKX Mutual Fund Performance

BGAKX performance across multiple time periods: 1-month -1.02%, YTD 2.48%, 1-year 7.97%, 3-year 11.84%, 5-year 2.12%.

BGAKX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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