BGCCX Mutual Fund

NAV$9.24

Returns Overview

1 Month
+0.11%
3 Months
+1.77%
6 Months
+1.10%
YTD
+1.10%
1 Year
+3.15%
3 Years (annualized)
+6.18%
5 Years (annualized)
+2.24%
10 Years (annualized)
+2.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGCCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+1.10%
Peer Avg (YTD)
+3.78%
vs Peers
-2.68%

BGCCX Mutual Fund Performance

BGCCX performance across multiple time periods: 1-month 0.11%, YTD 1.10%, 1-year 3.15%, 3-year 6.18%, 5-year 2.24%, 10-year 2.57%.

BGCCX returns trail the peer average of 3.78% YTD. With an expense ratio of 2.34%, investors should weigh costs against performance when evaluating this mutual fund.

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