BGATX Mutual Fund

BGATX Mutual Fund

NAV$13.79
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Returns Overview

3 Months
+11.55%
6 Months
+4.31%
YTD
+2.75%
1 Year
+8.01%
3 Years (annualized)
+12.42%
5 Years (annualized)
+1.63%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGATX 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)
+2.75%
Peer Avg (YTD)
+8.51%
vs Peers
-5.76%

BGATX Mutual Fund Performance

BGATX performance across multiple time periods: YTD 2.75%, 1-year 8.01%, 3-year 12.42%, 5-year 1.63%, 10-year 10.52%.

BGATX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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