BGEAX Mutual Fund

BGEAX Mutual Fund

NAV$37.92
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Returns Overview

1 Month
+5.88%
3 Months
+2.63%
6 Months
+6.59%
YTD
+10.15%
1 Year
+15.73%
3 Years (annualized)
+23.53%
5 Years (annualized)
+13.39%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEAX 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
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📉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 World Index (Net)
This Mutual Fund (YTD)
+10.15%
Peer Avg (YTD)
+10.38%
vs Peers
-0.23%

BGEAX Mutual Fund Performance

BGEAX performance across multiple time periods: 1-month 5.88%, YTD 10.15%, 1-year 15.73%, 3-year 23.53%, 5-year 13.39%, 10-year 11.31%.

BGEAX returns trail the peer average of 10.38% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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