BGEHX Mutual Fund

NAV$32.62
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Returns Overview

1 Month
+0.96%
3 Months
+24.29%
6 Months
+29.41%
YTD
+26.37%
1 Year
+54.99%
3 Years (annualized)
+25.66%
5 Years (annualized)
+6.88%
10 Years (annualized)
+12.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEHX 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

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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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+26.37%
Peer Avg (YTD)
+23.08%
vs Peers
+3.29%

BGEHX Mutual Fund Performance

BGEHX performance across multiple time periods: 1-month 0.96%, YTD 26.37%, 1-year 54.99%, 3-year 25.66%, 5-year 6.88%, 10-year 12.91%.

BGEHX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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