BGASX Mutual Fund

BGASX Mutual Fund

NAV$12.88
See how much of BGASX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.85%
3 Months
-3.78%
6 Months
-2.84%
YTD
-2.40%
1 Year
-4.95%
3 Years (annualized)
+14.82%
5 Years (annualized)
+0.37%
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)
-2.40%
Peer Avg (YTD)
+4.64%
vs Peers
-7.05%

BGASX Mutual Fund Performance

BGASX performance across multiple time periods: 1-month -3.85%, YTD -2.40%, 1-year -4.95%, 3-year 14.82%, 5-year 0.37%, 10-year 10.47%.

BGASX returns trail the peer average of 4.64% 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.