BGEKX Mutual Fund

BGEKX Mutual Fund

NAV$15.27
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Returns Overview

1 Month
-0.14%
3 Months
+2.40%
6 Months
+0.63%
YTD
+4.17%
1 Year
+9.59%
3 Years (annualized)
+7.59%
5 Years (annualized)
-2.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEKX 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
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📉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 ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+4.17%
Peer Avg (YTD)
+6.23%
vs Peers
-2.06%

BGEKX Mutual Fund Performance

BGEKX performance across multiple time periods: 1-month -0.14%, YTD 4.17%, 1-year 9.59%, 3-year 7.59%, 5-year -2.05%.

BGEKX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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