BGEFX Mutual Fund

BGEFX Mutual Fund

NAV$14.46
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Returns Overview

1 Month
-0.11%
3 Months
+2.42%
6 Months
+0.71%
YTD
+4.23%
1 Year
+9.71%
3 Years (annualized)
+7.70%
5 Years (annualized)
-1.94%
10 Years (annualized)
+9.17%

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
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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 ex USA Index (Net)
This Mutual Fund (YTD)
+4.23%
Peer Avg (YTD)
+6.23%
vs Peers
-2.00%

BGEFX Mutual Fund Performance

BGEFX performance across multiple time periods: 1-month -0.11%, YTD 4.23%, 1-year 9.71%, 3-year 7.70%, 5-year -1.94%, 10-year 9.17%.

BGEFX returns trail the peer average of 6.23% 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.