BGEEX Mutual Fund

BGEEX Mutual Fund

NAV$19.01
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Returns Overview

1 Month
+1.64%
3 Months
+7.90%
6 Months
+9.87%
YTD
+12.44%
1 Year
+14.73%
3 Years (annualized)
+16.41%
5 Years (annualized)
+11.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEEX 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 World Index(MDWO)
This Mutual Fund (YTD)
+12.44%
Peer Avg (YTD)
+10.47%
vs Peers
+1.97%

BGEEX Mutual Fund Performance

BGEEX performance across multiple time periods: 1-month 1.64%, YTD 12.44%, 1-year 14.73%, 3-year 16.41%, 5-year 11.58%.

BGEEX returns outperform the peer average of 10.47% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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