BGCDX Mutual Fund

BGCDX Mutual Fund

NAV$6.16
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Returns Overview

1 Month
-6.76%
3 Months
-14.10%
6 Months
-16.09%
YTD
-18.57%
1 Year
-19.02%
3 Years (annualized)
+7.89%
5 Years (annualized)
-7.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGCDX 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
MSCI China All Shares Index(^M1CNAL)
This Mutual Fund (YTD)
-18.57%
Peer Avg (YTD)
-11.56%
vs Peers
-7.00%

BGCDX Mutual Fund Performance

BGCDX performance across multiple time periods: 1-month -6.76%, YTD -18.57%, 1-year -19.02%, 3-year 7.89%, 5-year -7.61%.

BGCDX returns trail the peer average of -11.56% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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