BGEPX Mutual Fund

NAV$32.85

Returns Overview

1 Month
+0.96%
3 Months
+24.32%
6 Months
+29.47%
YTD
+26.43%
1 Year
+55.14%
3 Years (annualized)
+24.65%
5 Years (annualized)
+5.81%
10 Years (annualized)
+10.61%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+26.43%
Peer Avg (YTD)
+23.08%
vs Peers
+3.35%

BGEPX Mutual Fund Performance

BGEPX performance across multiple time periods: 1-month 0.96%, YTD 26.43%, 1-year 55.14%, 3-year 24.65%, 5-year 5.81%, 10-year 10.61%.

BGEPX returns outperform the peer average of 23.08% YTD. With an expense ratio of 0.69%, investors should weigh costs against performance when evaluating this mutual fund.

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