BGESX Mutual Fund

NAV$14.68

Returns Overview

1 Month
+0.77%
3 Months
+11.42%
6 Months
+4.26%
YTD
+2.48%
1 Year
+5.10%
3 Years (annualized)
+9.88%
5 Years (annualized)
-2.80%

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
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 ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+2.48%
Peer Avg (YTD)
+8.97%
vs Peers
-6.49%

BGESX Mutual Fund Performance

BGESX performance across multiple time periods: 1-month 0.77%, YTD 2.48%, 1-year 5.10%, 3-year 9.88%, 5-year -2.80%.

BGESX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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