BGCKX Mutual Fund

BGCKX Mutual Fund

NAV$16.27
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Returns Overview

1 Month
+1.11%
3 Months
+3.02%
6 Months
+11.25%
YTD
+14.21%
1 Year
+21.98%
3 Years (annualized)
+21.43%
5 Years (annualized)
+13.94%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGCKX 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
Ice BofA 3 Mnt Treasury Bill Index(ICEBOFA3MTBI)
This Mutual Fund (YTD)
+14.21%
Peer Avg (YTD)
+4.75%
vs Peers
+9.46%

BGCKX Mutual Fund Performance

BGCKX performance across multiple time periods: 1-month 1.11%, YTD 14.21%, 1-year 21.98%, 3-year 21.43%, 5-year 13.94%, 10-year 9.12%.

BGCKX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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