BGESX Mutual Fund

BGESX Mutual Fund

NAV$15.03
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Returns Overview

1 Month
-0.14%
3 Months
+2.34%
6 Months
+0.56%
YTD
+2.34%
1 Year
+9.49%
3 Years (annualized)
+7.49%
5 Years (annualized)
-2.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGESX 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)
+2.34%
Peer Avg (YTD)
+6.23%
vs Peers
-3.89%

BGESX Mutual Fund Performance

BGESX performance across multiple time periods: 1-month -0.14%, YTD 2.34%, 1-year 9.49%, 3-year 7.49%, 5-year -2.03%.

BGESX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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