BGCKX Mutual Fund

BGCKX Mutual Fund

NAV$15.27
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Returns Overview

1 Month
-1.43%
3 Months
+3.38%
6 Months
+9.62%
YTD
+17.70%
1 Year
+23.54%
3 Years (annualized)
+20.92%
5 Years (annualized)
+14.73%
10 Years (annualized)
+9.17%

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)
+17.70%
Peer Avg (YTD)
+3.99%
vs Peers
+13.71%

BGCKX Mutual Fund Performance

BGCKX performance across multiple time periods: 1-month -1.43%, YTD 17.70%, 1-year 23.54%, 3-year 20.92%, 5-year 14.73%, 10-year 9.17%.

BGCKX returns outperform the peer average of 3.99% 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.