BGCAX Mutual Fund

BGCAX Mutual Fund

NAV$9.27
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Returns Overview

3 Months
+0.99%
6 Months
+1.10%
YTD
+1.43%
1 Year
+3.10%
3 Years (annualized)
+6.72%
5 Years (annualized)
+3.10%
10 Years (annualized)
+3.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGCAX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+1.43%
Peer Avg (YTD)
+4.85%
vs Peers
-3.42%

BGCAX Mutual Fund Performance

BGCAX performance across multiple time periods: YTD 1.43%, 1-year 3.10%, 3-year 6.72%, 5-year 3.10%, 10-year 3.24%.

BGCAX returns trail the peer average of 4.85% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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