BGASX Mutual Fund

BGASX Mutual Fund

NAV$13.74
See how much of BGASX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.03%
3 Months
+0.97%
6 Months
+0.67%
YTD
+1.43%
1 Year
+5.85%
3 Years (annualized)
+10.13%
5 Years (annualized)
+1.88%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGASX 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)
+1.43%
Peer Avg (YTD)
+6.23%
vs Peers
-4.81%

BGASX Mutual Fund Performance

BGASX performance across multiple time periods: 1-month -1.03%, YTD 1.43%, 1-year 5.85%, 3-year 10.13%, 5-year 1.88%, 10-year 10.47%.

BGASX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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