BGCIX Mutual Fund

BGCIX Mutual Fund

NAV$9.25
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Returns Overview

3 Months
+0.99%
6 Months
+1.21%
YTD
+1.55%
1 Year
+3.25%
3 Years (annualized)
+6.96%
5 Years (annualized)
+3.33%
10 Years (annualized)
+4.10%

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
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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
Bloomberg Global Aggregate Bond Index(^BBCABI)
This Mutual Fund (YTD)
+1.55%
Peer Avg (YTD)
+4.85%
vs Peers
-3.30%

BGCIX Mutual Fund Performance

BGCIX performance across multiple time periods: YTD 1.55%, 1-year 3.25%, 3-year 6.96%, 5-year 3.33%, 10-year 4.10%.

BGCIX returns trail the peer average of 4.85% YTD. With an expense ratio of 1.39%, investors should weigh costs against performance when evaluating this mutual fund.

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