BGEFX Mutual Fund

NAV$15.02

Returns Overview

1 Month
+0.82%
3 Months
+11.51%
6 Months
+4.35%
YTD
+2.62%
1 Year
+5.34%
3 Years (annualized)
+9.92%
5 Years (annualized)
-2.81%
10 Years (annualized)
+9.85%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+2.62%
Peer Avg (YTD)
+8.97%
vs Peers
-6.35%

BGEFX Mutual Fund Performance

BGEFX performance across multiple time periods: 1-month 0.82%, YTD 2.62%, 1-year 5.34%, 3-year 9.92%, 5-year -2.81%, 10-year 9.85%.

BGEFX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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