BGCBX Mutual Fund

NAV$6.75

Returns Overview

1 Month
-2.51%
3 Months
+1.85%
6 Months
-4.35%
YTD
-6.91%
1 Year
+11.94%
3 Years (annualized)
+9.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGCBX 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

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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 China All Shares Index(^M1CNAL)
This Mutual Fund (YTD)
-6.91%
Peer Avg (YTD)
+0.49%
vs Peers
-7.40%

BGCBX Mutual Fund Performance

BGCBX performance across multiple time periods: 1-month -2.51%, YTD -6.91%, 1-year 11.94%, 3-year 9.45%.

BGCBX returns trail the peer average of 0.49% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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