BGEIX Mutual Fund

BGEIX Mutual Fund

NAV$31.16
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Returns Overview

1 Month
-11.79%
3 Months
+4.02%
6 Months
-13.12%
YTD
-10.26%
1 Year
+8.87%
3 Years (annualized)
+44.20%
5 Years (annualized)
+20.57%
10 Years (annualized)
+12.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEIX 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
Nyse Arca Gold Miners Index(^GDMN)
This Mutual Fund (YTD)
-10.26%
Peer Avg (YTD)
-1.80%
vs Peers
-8.46%

BGEIX Mutual Fund Performance

BGEIX performance across multiple time periods: 1-month -11.79%, YTD -10.26%, 1-year 8.87%, 3-year 44.20%, 5-year 20.57%, 10-year 12.54%.

BGEIX returns trail the peer average of -1.80% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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