BGETX Mutual Fund

NAV$14.98

Returns Overview

1 Month
+0.81%
3 Months
+11.48%
6 Months
+4.30%
YTD
+2.57%
1 Year
+5.23%
3 Years (annualized)
+9.99%
5 Years (annualized)
-2.81%
10 Years (annualized)
+10.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BGETX 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)
+2.57%
Peer Avg (YTD)
+8.97%
vs Peers
-6.40%

BGETX Mutual Fund Performance

BGETX performance across multiple time periods: 1-month 0.81%, YTD 2.57%, 1-year 5.23%, 3-year 9.99%, 5-year -2.81%, 10-year 10.64%.

BGETX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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