BGCDX Mutual Fund

BGCDX Mutual Fund

NAV$6.77
See how much of BGCDX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.81%
3 Months
-2.32%
6 Months
-5.87%
YTD
-2.60%
1 Year
+10.51%
3 Years (annualized)
+6.32%
5 Years (annualized)
-5.41%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
-2.60%
Peer Avg (YTD)
+0.59%
vs Peers
-3.19%

BGCDX Mutual Fund Performance

BGCDX performance across multiple time periods: 1-month 1.81%, YTD -2.60%, 1-year 10.51%, 3-year 6.32%, 5-year -5.41%.

BGCDX returns trail the peer average of 0.59% 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.