BGDVX Mutual Fund

BGDVX Mutual Fund

NAV$15.03
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Returns Overview

1 Month
+1.78%
3 Months
+2.26%
6 Months
+5.38%
YTD
+10.17%
1 Year
+8.32%
3 Years (annualized)
+14.91%
5 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGDVX 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 ACWI Minimum Volatility Index
This Mutual Fund (YTD)
+10.17%
Peer Avg (YTD)
+10.47%
vs Peers
-0.31%

BGDVX Mutual Fund Performance

BGDVX performance across multiple time periods: 1-month 1.78%, YTD 10.17%, 1-year 8.32%, 3-year 14.91%, 5-year 10.29%.

BGDVX returns trail the peer average of 10.47% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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