BGESX Mutual Fund

BGESX Mutual Fund

NAV$14.31
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Returns Overview

1 Month
-0.28%
3 Months
-1.04%
6 Months
+1.28%
YTD
+1.28%
1 Year
-0.20%
3 Years (annualized)
+15.44%
5 Years (annualized)
-2.05%

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)
+1.28%
Peer Avg (YTD)
+5.23%
vs Peers
-3.95%

BGESX Mutual Fund Performance

BGESX performance across multiple time periods: 1-month -0.28%, YTD 1.28%, 1-year -0.20%, 3-year 15.44%, 5-year -2.05%.

BGESX returns trail the peer average of 5.23% 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.