BGEGX Mutual Fund

BGEGX Mutual Fund

NAV$32.42
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Returns Overview

1 Month
+0.94%
3 Months
+24.24%
6 Months
+29.35%
YTD
+26.30%
1 Year
+54.87%
3 Years (annualized)
+25.56%
5 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEGX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+26.30%
Peer Avg (YTD)
+23.08%
vs Peers
+3.22%

BGEGX Mutual Fund Performance

BGEGX performance across multiple time periods: 1-month 0.94%, YTD 26.30%, 1-year 54.87%, 3-year 25.56%, 5-year 6.78%.

BGEGX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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