BGCWX Mutual Fund

BGCWX Mutual Fund

NAV$5.63
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Returns Overview

1 Month
+2.79%
3 Months
+2.45%
6 Months
+3.29%
YTD
+16.84%
1 Year
+16.40%
3 Years (annualized)
+8.88%
5 Years (annualized)
-3.05%
10 Years (annualized)
+4.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGCWX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+16.84%
Peer Avg (YTD)
+15.80%
vs Peers
+1.03%

BGCWX Mutual Fund Performance

BGCWX performance across multiple time periods: 1-month 2.79%, YTD 16.84%, 1-year 16.40%, 3-year 8.88%, 5-year -3.05%, 10-year 4.83%.

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

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