BGCAX Mutual Fund

BGCAX Mutual Fund

NAV$9.15
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Returns Overview

1 Month
+0.65%
3 Months
+0.87%
6 Months
+1.76%
YTD
+2.09%
1 Year
+3.45%
3 Years (annualized)
+6.80%
5 Years (annualized)
+3.17%
10 Years (annualized)
+3.25%

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)
+2.09%
Peer Avg (YTD)
+6.23%
vs Peers
-4.14%

BGCAX Mutual Fund Performance

BGCAX performance across multiple time periods: 1-month 0.65%, YTD 2.09%, 1-year 3.45%, 3-year 6.80%, 5-year 3.17%, 10-year 3.25%.

BGCAX returns trail the peer average of 6.23% 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.