BGEHX Mutual Fund

BGEHX Mutual Fund

NAV$34.07
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Returns Overview

1 Month
-6.65%
3 Months
+2.58%
6 Months
+8.83%
YTD
+20.80%
1 Year
+43.98%
3 Years (annualized)
+20.45%
5 Years (annualized)
+7.18%
10 Years (annualized)
+11.57%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+20.80%
Peer Avg (YTD)
+17.66%
vs Peers
+3.14%

BGEHX Mutual Fund Performance

BGEHX performance across multiple time periods: 1-month -6.65%, YTD 20.80%, 1-year 43.98%, 3-year 20.45%, 5-year 7.18%, 10-year 11.57%.

BGEHX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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