BGELX Mutual Fund

BGELX Mutual Fund

NAV$34.84
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Returns Overview

1 Month
+7.42%
3 Months
+7.42%
6 Months
+11.97%
YTD
+21.38%
1 Year
+48.20%
3 Years (annualized)
+21.65%
5 Years (annualized)
+7.83%
10 Years (annualized)
+11.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGELX 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)
+21.38%
Peer Avg (YTD)
+17.66%
vs Peers
+3.72%

BGELX Mutual Fund Performance

BGELX performance across multiple time periods: 1-month 7.42%, YTD 21.38%, 1-year 48.20%, 3-year 21.65%, 5-year 7.83%, 10-year 11.95%.

BGELX returns outperform the peer average of 17.66% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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