BGCKX Mutual Fund

NAV$15.52

Returns Overview

1 Month
-0.37%
3 Months
+5.89%
6 Months
+10.45%
YTD
+10.45%
1 Year
+20.65%
3 Years (annualized)
+20.40%
5 Years (annualized)
+13.08%
10 Years (annualized)
+8.76%

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
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
Ice BofA 3 Mnt Treasury Bill Index(ICEBOFA3MTBI)
This Mutual Fund (YTD)
+10.45%
Peer Avg (YTD)
+3.47%
vs Peers
+6.98%

BGCKX Mutual Fund Performance

BGCKX performance across multiple time periods: 1-month -0.37%, YTD 10.45%, 1-year 20.65%, 3-year 20.40%, 5-year 13.08%, 10-year 8.76%.

BGCKX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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