BGALX Mutual Fund

BGALX Mutual Fund

NAV$17.41
See how much of BGALX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-6.89%
3 Months
-3.84%
YTD
-3.84%
1 Year
-1.22%
3 Years (annualized)
+2.26%
5 Years (annualized)
+10.46%
10 Years (annualized)
+8.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGALX 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)
-3.84%
Peer Avg (YTD)
+6.23%
vs Peers
-10.07%

BGALX Mutual Fund Performance

BGALX performance across multiple time periods: 1-month -6.89%, YTD -3.84%, 1-year -1.22%, 3-year 2.26%, 5-year 10.46%, 10-year 8.30%.

BGALX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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