BGCJX Mutual Fund

NAV$16.02

Returns Overview

1 Month
+1.05%
3 Months
+0.74%
6 Months
+1.58%
YTD
+14.94%
1 Year
+14.52%
3 Years (annualized)
+8.34%
5 Years (annualized)
-1.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGCJX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+14.94%
Peer Avg (YTD)
+15.80%
vs Peers
-0.86%

BGCJX Mutual Fund Performance

BGCJX performance across multiple time periods: 1-month 1.05%, YTD 14.94%, 1-year 14.52%, 3-year 8.34%, 5-year -1.87%.

BGCJX returns trail the peer average of 15.80% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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