BGEPX Mutual Fund

BGEPX Mutual Fund

NAV$33.41
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Returns Overview

1 Month
+3.23%
3 Months
-2.70%
6 Months
+6.48%
YTD
+24.77%
1 Year
+43.86%
3 Years (annualized)
+24.52%
5 Years (annualized)
+7.31%
10 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGEPX 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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+24.77%
Peer Avg (YTD)
+20.14%
vs Peers
+4.63%

BGEPX Mutual Fund Performance

BGEPX performance across multiple time periods: 1-month 3.23%, YTD 24.77%, 1-year 43.86%, 3-year 24.52%, 5-year 7.31%, 10-year 11.73%.

BGEPX returns outperform the peer average of 20.14% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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