BGEFX Mutual Fund

BGEFX Mutual Fund

NAV$14.77
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Returns Overview

1 Month
+4.50%
3 Months
+5.23%
6 Months
+7.04%
YTD
+8.92%
1 Year
+10.56%
3 Years (annualized)
+12.85%
5 Years (annualized)
-1.78%
10 Years (annualized)
+8.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+8.92%
Peer Avg (YTD)
+8.51%
vs Peers
+0.41%

BGEFX Mutual Fund Performance

BGEFX performance across multiple time periods: 1-month 4.50%, YTD 8.92%, 1-year 10.56%, 3-year 12.85%, 5-year -1.78%, 10-year 8.37%.

BGEFX returns outperform the peer average of 8.51% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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