BGCIX Mutual Fund

NAV$9.23

Returns Overview

1 Month
+0.22%
3 Months
+2.00%
6 Months
+1.55%
YTD
+1.55%
1 Year
+4.14%
3 Years (annualized)
+7.20%
5 Years (annualized)
+3.25%
10 Years (annualized)
+4.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGCIX 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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+3.78%
vs Peers
-2.23%

BGCIX Mutual Fund Performance

BGCIX performance across multiple time periods: 1-month 0.22%, YTD 1.55%, 1-year 4.14%, 3-year 7.20%, 5-year 3.25%, 10-year 4.21%.

BGCIX returns trail the peer average of 3.78% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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