BGATX Mutual Fund

NAV$13.79
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Returns Overview

1 Month
-1.00%
3 Months
+11.55%
6 Months
+2.91%
YTD
+2.53%
1 Year
+8.01%
3 Years (annualized)
+11.45%
5 Years (annualized)
+1.90%
10 Years (annualized)
+11.16%

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

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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)
+2.53%
Peer Avg (YTD)
+8.97%
vs Peers
-6.44%

BGATX Mutual Fund Performance

BGATX performance across multiple time periods: 1-month -1.00%, YTD 2.53%, 1-year 8.01%, 3-year 11.45%, 5-year 1.90%, 10-year 11.16%.

BGATX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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